Settings
Configure SMTP and Scheduled Report Email
Report Email Settings combine the sending account and the report schedule. Save and verify the sender before turning automatic delivery on for owners or accountants.
- Menu path
- Manage -> Messaging -> Report Email Settings
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html email_add form, frontend/static/script/js/modules/js/settings.js email settings, api/src/controllers/settings.controller.js emailSetting, api/src/models/setting.model.js SMTP and email schedule fields
Choose the Sender
| Method | Configuration | Use when |
|---|---|---|
| Posnic cloud email | Leave SMTP host, port, username, password and From address empty. | The shop accepts Posnic as the sending service and does not need its own mail identity. |
| Shop SMTP | Enter the provider's SMTP host, port, username, password and From address. | Reports must come through a business-controlled mail account. |
| SSL SMTP | Enable SSL when the provider requires implicit TLS, commonly on port 465. | The mail provider explicitly documents SSL/implicit TLS for that endpoint. |
Set Recipients and Frequency
- Open Manage -> Messaging -> Report Email Settings.
- Configure SMTP or leave all SMTP fields empty for Posnic cloud email.
- Add the first owner or accountant email address.
- Use the plus control to add each additional recipient and the trash control to remove a wrong row.
- Choose Daily, Weekly, Monthly or Yearly under Sales Report Type.
- Keep Send Mail Off while setup is being reviewed.
- Click Save, then use a manual report email/export workflow to confirm delivery.
- Return here, set Send Mail On and save only after the recipient confirms receipt.
Troubleshoot Delivery
- Reset restores the last saved values; it does not test the mail server.
- Check host, port, username, app password, From address and SSL mode against the mail provider's documentation.
- A provider may reject a From address that is not authorized for the authenticated account.
- Check spam, quarantine and recipient typo before adding duplicate recipients.
- If SMTP credentials are intentionally removed, clear the complete SMTP set so the configuration falls back to Posnic cloud email consistently.
- Scheduled report email depends on the selected frequency and Send Mail being On; manual report email remains a separate operator action.