Can I send invoice emails to multiple email addresses?

SOLVED

I am set up to send invoices and customer statements by email but I have a customer who has asked for invoices to be sent to 3 email addresses. Is it possible to set this up?

Many thanks

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    verified answer

    Hi Lucy

    Thanks for using the Sage Business Community

      1. Open Sage Accounts, browse to and click your document, then click Edit.
      2. On the menu bar click Report, click Email Settings, then enter your preferred email settings as follows, then click OK.
    Email message should contain
    • To send all content to every email address, click Entire Report.
    • If sending multiple documents to multiple addresses, for example, a statement run, you need to ensure that each recipient only receives their own document. To do this, click the group by which the information should be split. 

      For example, on an invoice layout, to send a separate email per invoice choose the last group called INVOICE.INVOICE_NUMBER. On a statement layout, to send a separate email per customer, choose the group called SALES_LEDGER.ACCOUNT_REF.
    To To add an individual address

    Click To.. then in the first box enter the email address, click Add, then click OK.

    To add email addresses stored within your software
    • 1. Click To.. then to the right of the bottom pane, click Add.
    • 2. In the Fields pane double-click the data field that contains your email addresses, for example SALES_LEDGER.E_MAIL
    • 3. You can add SALES_LEDGER.E_MAIL2 and SALES_LEDGER.E_MAIL3; this will pick up the additional email fields on the customer record.
    • 4. Click OK then click OK .
    Subject In the Subject box, enter a subject for your email.
    How should the report be sent?
    • To send the report as a plain text email with no formatting, select Send the report as plain text.
    • To send the report as an email attachment, select Send the report as an attachment, with the following message body, then enter any text you want to show in the body of the email. If required, to change the attachment file type, use the Attachment Format drop-down. Read more >>
    Sending options
    • To send the email as soon as the report or layout runs, select Send emails immediately.
    • To save the email to your email Inbox or Drafts folder so you can check it before sending, select Save emails to mailbox. This option is recommended if you're setting up email for the first time or for sensitive information.
    1. On the menu bar, click Report, then click Report Properties, enter a new name and description for the document then click OK.
    2. On the menu bar, click File, click Save As, enter a new file name for your document, then clickSave.
    3. On the menu bar, click File, then click Exit.