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 view recordings of previous webinars including Emailing Statements Introduction / Advanced, open the webinar recordings article >
Recent Q&A
| Question | Answer |
| What will happen if you send immediately but there is no email address entered for the email to go to? | This will go into your drafts folder for you to manually add the email address. |
| For our web customers we only have one customer account set up in our sage. Are we able to use this method to send the invoices to our customer. At the moment we have to create e-mails per invoice. | You can still email an invoice created to a generic customer account. I'd do this on an individual basis but would recommend the setting to save to drafts. You could then amend the email address to send the email to. Alternatively, run a layout to email that has no email settings applied, say no to apply email settings, then yes to send the whole report as an attachment. A blank email can then be generated for you to add the email address and subject. |
| Can we tell sage which email signature to pickup and use? Saves us adding it. | Settings > email defaults > Invoices > towards the bottom you can select which outlook signature to pick up. Make sure you apply this to your layouts before clicking ok. |
| We have 3 computers connected to Sage, if we make a new Invoice layout, is it available to all the computers? | As long as the layout is saved where data is held and the other machines look at that machine/data directory then it should pick up any changes made on a layout. |
| We have logos on our email signatures but when i try and paste them so it appears in the email address they won't copy | Settings > Email Defaults > Invoices > towards the bottom you will see a drop down you can select an outlook signature that is already set up and it will automatically show the images on your signature when it generates the email. |
| If I'm sending a customer a batch of invoices (say in a date range), can they be individual pdfs if more than one invoice is highlighted? | When sending a batch of invoices to different customers, individual emails with individual PDFs will be generated. If several invoices for the same customer are in the batch, one email will be generated with several attachments. To send separate emails instead, the settings can be changed in report designer. Find out more > |