Sage 50 Accounts

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Automated Invoice Delivery

Posted By Doug Oldridge over 3 years ago

I am using Sage 50 Cloud Accounts Professional V27.0.469.0 I can highlight all customers with a positive balance and click print and click email and it will send each statement to the relevant customer, great. However I want to highlight all invoices for the same month and click print and click email and have the system send a batch of invoices to the relevant customers, but it just sends the whole list to the the person with the earliest dated invoice in the run.

I apologise if this is posted in the wrong area

0 Ken Starnes over 3 years ago

I think you need to check what invoice template is being used. I know one of them will send invoices in the way you want. Check the email settings within the layout. You'll need something like Group 8 Invoice,InvoiceNumber. I also sort mine by Customer Number as well but that never appears in the Group setting within email settings.

You could always try one of the Sage supplied A4 sized invoice layouts that mentions the word email and see if that works for you

I'm sure a Sage guru will explain it better
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Automated Invoice Delivery

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