ERPNext Email Configuration & Receipts

I need an ERPNext expert to get our email fully operational inside the system and make sure customers automatically receive a receipt as soon as a payment entry is validated.

Project Overview

We are looking for an experienced ERPNext developer/administrator to:

Properly configure outgoing email in our ERPNext.

Implement automatic emails for receipts (Payment Entry), including attaching a PDF receipt.

Our ERPNext is already running; we need someone to configure and automate the email workflows cleanly and reliably.

1. Email Configuration in ERPNext

Set up Email Domain and Email Accounts (outgoing + optional incoming) in ERPNext.

Configure SMTP (google email)

Make sure system emails (password reset, notifications) work correctly.

Verify emails are not going to spam (basic SPF/DKIM/DMARC guidance is a plus).

Automatic Email for Receipts (Entry Payments)

When a Payment Entry is validated and marked as paid, ERPNext should:

Automatically send an email to the customer’s email on Contact Information

Attach the corresponding PDF document Payment Entry (receipt).

Use a custom email template.

Testing & Documentation

Test with at least 3–5 sample customers/documents.

Provide a short step-by-step guide (PDF or doc) on:

How to change the email template.

How to enable/disable the automation.

How to add email address as copy (internal use)

Where to check logs if emails fail (Email Queue, Error Logs, etc.).