SMTP Settings

Purpose

The SMTP (Simple Mail Transfer Protocol) Settings module allows the AccuBooks Plus system to connect to an external email delivery service. Configuring this properly ensures that the system can automatically send out automated emails—such as digital receipts, billing collections, purchase statements, and system notifications—directly to your clients and users using your authorized business email address.

Field Definitions

Before making any changes, it helps to understand what each configuration field represents:

• Driver: The mail protocol being used by the system (defaulted to smtp).
• Host: The server address of your email service provider (e.g., mail.smtp2go.com or smtp.gmail.com).
• Port: The specific communication port used to send mail securely (commonly 587 for TLS or 465 for SSL).
• Encryption: The security protocol layer utilized for the connection (typically tls or ssl).
• Username: The login email address or ID provided by your SMTP service provider.
• Password: The secure password or unique "App Password" associated with the SMTP username.
• Sender Name: The display name your clients will see in their inbox when receiving an email from the system (e.g., Accubooks Plus).
• Sender E-Mail: The actual email address that will appear in the "From" field of outgoing emails.

Step-by-Step Instructions

How to Edit SMTP Configurations

1. Navigate to the Setup section on the left-hand sidebar menu.
2. Click on System Settings to expand the dropdown menu, then select SMTP Settings.
3. Scroll to the bottom of the Configuration card and click the blue Edit button.
4. Update the input fields (Host, Port, Encryption, Username, Password, Sender Name, and Sender E-Mail) with your specific email provider details.
5. Review your entries to ensure there are no typos, particularly in the server host address and password fields.
6. Click the Save or Update button (which appears after entering edit mode) to commit your modifications.

How to Test Your Configurations

Once you have saved your updated credentials, it is highly recommended to verify that the connection works perfectly:

1. Click the purple Test Configurations button located at the bottom of the page.
2. The system will attempt to send a mock connection string to the designated SMTP server.
3. Look for a success notification banner at the top of your screen. If an error message appears, double-check your Port, Encryption, and Password inputs.

Tip for Gmail Users: If you intend to route emails through a Gmail account, standard passwords will not work due to security restrictions. You must download the guide by clicking the Download PDF button on the right side of the screen to learn how to generate a dedicated Google App Password.