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
Q&A from this session:
| Question | Answer |
| If I change email defaults in settings, does that apply globally (ie for other users sending invoices from other computers)? | As your invoice layouts are held at company data path level, any changes made on one PC will apply to other users as you are all using the same layout. |
| What happens if I log in at different offices and therefore have different emails. Do I need to choose the main email address as a default? | Sage will always use the default outlook profile on the PC you are logged in to. If you can access the profiles from both locations you can change which profile will be used. Read more > |
| What is the Email option on main invoice list ? Why do you have select print and then email rather than click on Email from invoice list? | This can be used once you have picked which layout you wish to use you can then configure the layout. Read more > |
| Can I print & email invoices? | Absolutely you can use both features not everyone likes to be emailed so it is possible to do a mix of both. |
| Can you change the default text in the email? | Yes - the default text in the email can be changed but within the Email Settings in Report Designer. Read more > |
| In the subject line, can you add mixture of your own default text, followed by automatic Invoice number and amount? | Yes - this will have to be done in the email settings within report designer. Read more > |
| When I select multiple emails to send at once it only picks up one account, and bundles all the invoices even though they are for separate accounts into the one email. Where do I change this? | You can apply the settings to the invoice via Email Defaults in the program which will rectify the problem. Or you can edit the layout and go to Report > Email Settings. You will need to change the drop down for Email message should contain to the group with the highest number. This is how the software knows when to create a new email for each invoice. |
| We created our own invoice layout and have applied the setting to place the invoice number in the subject line but it doesn't appear in our own layout, just the Sage defaults. Can I change this? | If you have access to the layout that contains the correct subject you can check the subject in the layout by editing in Report Designer, then Report > Email Settings. If you click the subject button you should be able to copy the subject and then open the other layout and paste it into the subject field on the other layout. |