Sage BusinessVision 2018 expands the emailing functionality allowing you to use your webmail or your regular email account to send forms such as invoices, statements and purchase orders (to mention a few) without having to reply on your Microsoft Outlook desktop program. In prior versions if you wish to email from Sage BusinessVision, you must perform these functions from a computer with Microsoft Outlook installed and configured. In version 2018, by setting up a webmail or regular email account, anyone with the proper permissions in Sage BusinessVision can email forms from any workstations totally independent of Microsoft Outlook.
To setup your email account in Sage BusinessVision, ensure that everyone is logged out of Sage BusinessVision.
Subject and Message Content
The Subject and Message fields allow standard message content to be modified on a form by form basis. The Subject field accepts up to 128 characters, and the Message field accepts up to 1,024 characters. In addition to regular text, variables can be used in either field that will be replaced at the time a message is emailed.
A/R statements supported variables:
Your company’s name
The current log-on date entered when logging on to Sage BusinessVision
The customer number
Quotes supported variables:
The order date
The quote number
Order confirmations supported variables:
The order number
Invoice supported variables:
The invoice date
The invoice number
Purchase orders supported variables:
The purchase order date
The purchase order number
The vendor number
Direct deposit statements supported variables: