Email your documents

Summary

How to email your invoices, statements, letters, reports and more from Sage 50 Accounts.

Description

You can save time and money by sending reports, layouts and letters by email.  This guide takes you through how to email a document.

Resolution

Skip to:

Before you start

First, you must set up your email settings depending on the email service you use.

  1. Click Settings.
  2. Select Email & Order Defaults.
Microsoft Outlook Outlook must be the default email program on your computer, and you must apply email settings to your documents. 
Webmail You can use services such as Gmail, Yahoo and Microsoft 365 to email your documents. As these are cloud-based services, you need to configure your SMTP settings. 

NOTE: To amend email settings for a letter, you must select and edit the letter template, and amend the email settings in Report Designer. For more information, see adding email settings to a document.

Email a layout or letter

To email letters or layouts, such as invoices or statements, locate and select the layout you want to use, then click Email.
 TIP: The layout goes to your drafts folder if you use Microsoft Outlook, and sends straight away if you use Webmail.

Email a report

  1. Locate and select the document you want to email, then click Email.
  2. If a Criteria window appears, enter any relevant criteria, then click OK.

    If you've configured your email settings in the previous section, the document goes to your email Inbox or Drafts folder. If you've not configured your email settings, proceed to the next step.

     NOTE: If your documents fail to email or don't appear as expected when you open them, view our troubleshooting email errors and issues article.

  3. When prompted to send the document as an attachment, click Yes.

    Image

  4. In the Provider drop-down, click the email provider you're using.
  5. In the Format drop-down, select the required document format.

    Image

  6. Click OK.

When the email generates, enter the recipient's email address then send the email.

What next?

To help you with emailing documents in the future, here are some useful links:

 

Bespoke training is available now

Alongside your existing support options within your subscription, you can also purchase bespoke training sessions with a product expert, tailored to your needs.

Find out more

Image
 

Solution Properties

Solution ID
200427112202881
Last Modified Date
Tue Aug 19 14:30:29 UTC 2025
Attributes
Product Details
Modules: Customers
Modules: Suppliers
Modules: Contact Management
Modules: Sales
Modules: Point of Sale
Modules: Bank feeds
Modules: Report Writer
Modules: Administration
Modules: Serial Numbering
Modules: Service Manager
Views
0