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 50 Accounts - Emailing Statements - print friendly.pdf
Q&A from this session:
| Question | Answer |
| How do you get it to send to multiple email addresses in the one email? | Here is a step by step guide which tells you how to configure your layout, you would then add the additional emails in the customer record. Open guide > |
| Under email settings under tab for invoice where is the A4 invoice? | You need to click the Apply button at the bottom left to access the layouts - you can then expand the required folder to view the layouts available to that area. |
| How do you configure Sage so that it links to Outlook email please? | The first step is to ensure Outlook is set as your default email provider on the computer. Read more > |
| How do you select which email address to send from? | Settings > Email defaults > relevant tab > click To: > select which customer email > apply in the bottom left. You can then apply to all or just one specific layout. This will be applied to all your customers not just one particular customer record. |
| Can you explain the communication history, I forgot how you find it? | It's in the Customer Record > Communications tab down the left if it is available in your variant of Sage 50 Accounts. |
| Is it possible to use Gmail to email statements? | Yes it is possible. you can use the option for webmail and then select Gmail...this will require you to enter the SMTP settings for your email provider there are steps for this in the following article > |
| Is there an option to put T&Cs on the back of Statements and Invoices? | The Email Settings window in Report Designer contains an additional tab allowing you to add extra attachments to the email being sent. If you have your Ts and Cs in a separate PDF document you can attach this here. Read more > |
| If you select two email addresses will that apply throughout all customers? | If you have applied the layout to go to email 1 and email 2 that will be for all customer records. If you need this for one particular customer and no others it might be worth using a layout just specifically for them. |