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Hi,
Can anyone please tell me how I can email a Quotation (as a pdf attachment) where the attachment will be labeled as a Quotation and not an Invoice?
TIA,
Daphne
I remember with previous versions of Sage 50 it was possible to send emails with any MAPI compliant email cllient.
This no longer seems to be the case, the only options that are listed in Email Defaults are Microsoft Outlook and Webmail.
Trying to…
Hi,
I am having an issue with Outlook 365 and Sage 50 Cloud...Version 29.2. When I send invoices/statements/po's etc via email, I have to revert back to the older version of Outlook to send them, I keep getting an error message when I try to do it on…
Learn how to email statements to your customers, and if needed, how to apply email settings to your layout using the Settings - Email Defaults option.
This session has now taken place, but a recording is available:
Stephen Wade said:
Whichever company data set my customer opens, if they go to Email Defaults the same email server settings are displayed, obviously these would then have to be applied to e.g. invoice layouts, but they might not see the folder containing…
we use the email invoice service within sage 50 but your are tied to using one account eg [email protected] could an option be added to send invoice from invoices.com and remittances from remittances.com instead of using one account for all
Hi Folks
I think I must be missing something obvious here, but none of the email, reports, letters etc etc that get sent from within our Sage 50 add the users Outlook signature to the email. I assumed that the users Outlook signature, which appears…
Currently when I select multiple customers to send statements to, its sending all of the statements to the first customer on the list selected rather than sending each to their respective contact email address.
Any ideas why and how to fix it?
Hi I don't know if anyone has some experience setting up and sending invoices and statements by email on a fairly old version of sage.
We have recently upgraded our computer and moved over the sage software. To send statements on our old computer we…
a lot of our customers use a a single customer record on our reccomendation such as online sales. It is then diifcult to email them an invoice out. Had a customer call and ask if it was possible to do a one off email option which there wasnt. Think this…
It would be useful to rename the Field names Email1 Email 2 Email 3 etc to something useful at a global level, so when sending documents by email we know which email address to pick from against each document type allowing conformity accross the system…
Sit back and watch as Sage Webinar Specialist Michael takes you though a quick guide to email settings in Sage 50 Accounts, get up to speed with his 2 minute demo:
Want to know more about emailing from Sage Accounts? Bookings…
Learn how to apply and amend email settings to your invoice layout using the Sage Report Designer.
This session has now taken place but you can watch a recording >
Handout for this session: Sage 50 Accounts - Emailing Invoices - Advanced.pdf
To…
Learn how to apply and amend email settings to your statement layout using the Sage Report Designer.
This session has now taken place but you can catch up with a recording >
Open the booking form now > View the slides for this session: Sage 50 Accounts…
Learn how to email invoices to your customers, and if needed, how to apply email settings to your layout.
This event has now taken place, but you can catch up with a recording here >
Handout for this session: Sage 50 Accounts - Emailing Invoices.pdf…
Learn how to email statements to your customers, and if needed, how to apply email settings to your layout.
Join us for a live session on Monday April 24 @ 2pm Book now >
Handouts for this session: Sage 50 Accounts - Emailing Statements.pdf Sage…
The ability to change the default text in the "message body" that is self populated when you select your file format the drop down menu. This would give you the ability to amend multiple layouts in one action rather that having to save each layout with…
This would be extremely helpful in saving e-mail communications, pdf's to each sales order fir future reference. I.e details of a complaint reference, and confirmation of authorisation of a credit note and proof of delivery from courier incase of query…
Hi,
I am producing weekly statements and emailing them to the customers. I had no problems until this morning.
When I highlight relevant accounts and open them all in one window I can then click 'Email' in the top bar and Sage will send them to my…
Hi all,
Every month I run statements for all of our customers and email them. For some reason when I've just tried to do it, rather than creating individual emails with a statements per customer, its creating one massive pdf with ALL customer statements…
Occasionally, an invoice from a supplier can fall through the gaps and will not be paid during the allowed credit terms. To avoid this, it would be very useful to allow custom notifications/alerts for suppliers against their supplied invoices.
Example…
When emailing a document, you may see the following message:
'Unable to send all emails Error with the address <email address> : Unable to connect to the remote server'.
This can be due to a recent change by Microsoft to one of their smtp servers…
it would be very useful to have stock reports generated automatically on a periodic basis, and also automated reports based on stock level alone.
the period reports are useful to gain a snap shot for stock take, regular production priority etc.
…
We use Sage to manage multiple companies and require the ability to send invoices to our customers from each respective company. For example Accounts@Company1, Accounts@company2, etc. Currently you can only have one set of global email defaults rather…
