BasisBasis
Settings

Email Settings

Configure the SMTP server used to send invoices, statements, and reminders directly to customers. Server and Cloud editions only.

Menu: Settings → Email Settings · Route: /settings/email

Email Settings is available on Server and Cloud editions only. The Email Services feature must also be enabled in Feature Settings.

Setting Up SMTP

  1. Go to Settings → Email Settings.
  2. Select a Provider preset to auto-fill the server settings: Gmail, Outlook / Hotmail, Yahoo Mail, or Custom.
  3. In the Server Settings card, confirm or edit the SMTP Host, Port, and SSL/TLS mode.
  4. In the Credentials card, enter your email address (Username) and the App Password generated from your email provider's security settings.
  5. In the Sender Information card, set the From Address, From Name, and optionally a BCC address.
  6. Click Test to send a test email to yourself and confirm the settings work.
  7. Click Save.
Use an App Password (not your regular login password) for Gmail, Outlook, and Yahoo. App Passwords are generated in your email provider's account security settings and allow Basis to send email on your behalf without exposing your main password.

Server Settings Fields

FieldStatusNotes
SMTP HostRequiredMail server hostname. e.g., smtp.gmail.com, smtp.office365.com.
PortRequired587 for STARTTLS (most providers). 465 for SSL on connect.
SSL / TLSRequiredToggle: off = STARTTLS (port 587), on = SSL on connect (port 465).

Provider presets

PresetHostPortAuth
Gmailsmtp.gmail.com587STARTTLS + App Password
Outlook / Hotmailsmtp.office365.com587STARTTLS + App Password
Yahoo Mailsmtp.mail.yahoo.com587STARTTLS + App Password
CustomEnter your own host, port, and SSL settings.

Credentials & Sender Fields

FieldStatusNotes
Username (email address)RequiredThe full email address used to authenticate with the SMTP server, e.g., invoices@yourcompany.com.
App PasswordRequiredGenerated from your email provider's security page. Not your regular login password. Leave blank to keep the existing saved password when editing.
From AddressRequiredThe email address shown in the "From" field of sent messages. Usually matches the username.
From NameOptionalThe display name shown to recipients, e.g., "PT Maju Jaya Invoicing".
BCC AddressOptionalAll outgoing emails are blind-copied to this address. Useful for archiving sent documents.

Email Templates

Route: /settings/email-templates · Menu: Settings → Email Templates

Customize the subject line and body of outgoing emails per document type (Sales Invoice, Credit Note, Statement of Account, etc.). Templates support placeholders like {{CustomerName}}, {{InvoiceNumber}}, and {{DueDate}}.

  • Feature Settings — enable Email Services feature
  • Parties — customer email addresses used when sending invoices
  • Sales Invoices — Send Email button appears on invoice detail pages