• Attach files with Document Transmittal?

    We're currently auto-sending invoices via email through document transmittal.  I'd love to be able to attach additional documentation (remittance instructions, W-9, credit card auth form, etc.) with the invoices that are sent via email.  However…

  • Attaching Invoices to blast emails/mail merge

    I'm new to using Sage 500.  I've got a number of past due invoices to send out (talking hundreds).  It would be helpful and more efficient if I could do a blast email via mail merge or another method.  Is there a way to attach invoices from Sage…

  • New NACHA compliance changes in 2020

    Do we have any update on Sage 500 coming to meet the new NACHA requirements that are slated to take effect mid-2020? 


  • Emailing invoices

    Does anyone have step by step instructions on how to set up emailing invoices on version 7.40.20?


    I was told that I had to use the primary contacts email address.  I would prefer to use a secondary email address.

  • How to stop Order Acknowledgements from repeating

    Ok this has got to be a simple check box but I'm going crazy trying to find it......we have many customers setup to get order acknowledgments via email, with the "Print/Acknowledge Sales Orders" task. The problem we're having is that once a customer is…