You can enable automated messages using some of our existing templates to automatically send from Sage Connect.

To use this feature, you need to enable it from the Settings tab and select the templates that you want to automate. Access settings from any screen by clicking Me in the right hand of your screen and selecting Settings from the menu.

Select “Templates” under “Email” in the left-hand settings menu. 

From here, you can select an automated email to enable. Presently, automation is available for three of our existing templates (invoice overdue, account balance, and portal invitation). In this example, we are updating the portal link reminder template.

• Click the template to update or automate
• Once selected, you can turn on the automation
• Select “On” and this automation is enabled

You can edit the selected template that best fits your tone and personality, adding in the snippets (data from your accounting system) to include. You can edit or turn on (and off) automated messages at any time through Settings.

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