Using Sage 50 Payroll, you can email your customers and suppliers using a compatible version of Microsoft Outlook. What is the compatibility of my software with Microsoft Office?

Before you can email, you can configure Outlook as the default for both Windows and Report Designer.

NOTE: If you use different email software such as Gmail, you can refer to our use webmail (SMTP) to email documents article to apply SMTP settings.

Set Microsoft Outlook as the default email provider

Set to default in Windows

Check that Microsoft Outlook is your default email provider on any computer that you want to email from. Set Microsoft Outlook as the default email provider in Windows.

1. Press the Windows key  + R, type control /name Microsoft.DefaultPrograms then click OK.
2. Click Set your default programs then set Outlook as the default app for Email.
3. Close the Control Panel.

Set to default in Report Designer

To use Microsoft Outlook as a default in Sage 50 Accounts, you can set this up in Report Designer. Set the default email provider in Sage Report Designer.

1. Click Reports then click any report then click Edit.
2. Click Tools then click Options then click the Email Setup tab.
3. From the Default Provider drop-down list, click Microsoft Outlook.
4. Click OK.
5. Click File, then Save All.
6. Click File then click Exit.

Apply email settings to your document

You can add email settings to a document and apply advanced email settings to each layout.

NOTE: You don't need to apply email settings to standard email payslip layouts.

Email your document

Locate and select the report or payslip you want to use and click Email.

The email is sent to the Drafts folder of your default Outlook profile. To change this, follow the steps to change the Outlook profile used when emailing from Sage Accounts.