emailing invoices

SUGGESTED

Is it possible to get confirmation that an invoice was sent to a customer thru Simply accounting.  I'm using Sage 2019.4  

  • 0

    What kind of confirmation are you looking for?  Simply doesn't control the sending direct to customers, but if you are talking email, then isn't there anything in your sent items folder?

    If you open the Batch Printing window, you can look for invoices not emailed but you can't confirm they were in fact fully emailed and delivered.

  • 0 in reply to Richard S. Ridings

    I'm using Outlook as my default email within Simply and there is no email in my sent items folder pertaining to the invoice.  The only confirmation I am getting is a quick popup on the simply acctg  screen indicating that the email is being sent.  I have a very difficult customer that is wanting a copy of the email indicating the invoice was sent to them.

  • 0 in reply to LeeEllen
    SUGGESTED

    The only thing I can think of is that your Outlook settings have Save a copy of messages in Sent folder turned off but it sounds like you have other messages in your Sent items.  I am assuming you have emails in your Sent items for other invoices.

    If your Batch Printing dialog doesn't show it with the setting in the image below, then the only thing I can suggest is that it was moved from your Sent items, deleted or someone else emailed it and it is in their Sent items.

    Note you should turn off the Do not Display if already printed and use an invoice number sequence about 10 above and below the invoice number you are looking for.

  • 0 in reply to LeeEllen
    SUGGESTED

    Hi LeeEllen, I use Outlook too and I can tell you that in the sent folder I do get a confirmation that things like payroll slips and statements of account have been sent. However, I use Gmail platform to email and it actually is connected to Outlook and it shows in the sent folder. I have never tried sending an invoice but I imagine it's the same. Hope you find your answer

  • 0 in reply to rosyg
    SUGGESTED

    If you have more than one email address in Outlook check the sent folder in each of them. Emailing an invoice from Sage 50 always gives you a copy in the sent folder. However, I have found that it usually is sent from and filed in the sent folder for the first email address in the listing.