NOTE: Emailing invoices with Sage Copilot is only available in Sage 50 Accounts Professional. If you're interested in upgrading, leave your details and we'll be in touch. 

Before you start

Choose the invoice and statement layouts to email your customers.

Create the email

1. Go to Customers and select Sage Copilot.
2. On the Sage Copilot window, select Debt management in the Debt summary section.

3. On the Debt management with Sage Copilot window, select the Overdue tab.
4. Select the relevant reminder you wish to email and click Actions.

 TIP: Select all selects each reminder on that tab. 

4. Click Compose reminder email. This opens the Payment reminder email window showing the email template:
5. Customise this Payment reminder email template as required.

 TIP: Select Show data fields to add further information that pulls from the software, for example Invoice Date. 

The email populates with the customer name, outstanding balance, due date, and your company name from the Payment reminder email window.

The software will attach either an invoice or a statement for each invoice you select in the Debt management window. The attachment type depends on how you created the invoice in Sage 50 Accounts:

• Created in the Invoice and credits module - email attaches the invoice
• Created as a sales invoice transaction (SI) - email attaches a customer statement with the one transaction

Once the software sends the emails, the Chase status column will update on the Debt management window. 

Send the email

The email is now in your Drafts folder in Outlook.

1. Open Outlook click the Drafts folder and open the relevant invoice.
2. Enter the customers email address.

Payment reminders use your local Outlook settings. 

If you set up Automated Payment Reminders to send your emails, Sage requires you to enter the settings for your email provider.

• Email your customer statements with Sage Copilot - Standard