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Email your documents

Created on  | Last modified on 

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.

Resolution

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Before you start

NOTE:

If you're using Sage 50 Cloud, use the SMTP settings only, as Outlook isn't compatible.

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

  1. In Sage 50 Accounts, go to Settings then select Email Defaults.
  2. Check which provider is in the Email Program dropdown:
Microsoft Outlook
Webmail You can use providers such as Gmail, Yahoo and Microsoft 365 to email your documents. As these are cloud-based services, you need to configure your SMTP settings. 

Email a layout or letter

  1. To email letters or layouts, such as invoices or statements, locate and select the layout to email, then select 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. In the relevant module, select Reports.
  2. Locate and select the report to email, then select Email.
  3. If a Criteria window appears, enter any relevant information, then press OK.
  • If you've configured your email settings in the before you start section, the software sends the document to your Inbox or Drafts folder
  • If you haven't configured your email settings, proceed to step 4

TIP:

If your documents fail to email or don't appear as expected, view our troubleshooting email errors and issues article.

  1. When prompted to send the document as an attachment, press Yes.

    Missing email settings window. The message asks to press Yes or No.

The Send as Attachment window appears.

  1. In the Provider dropdown, select your email provider.
  2. In the Format dropdown, select the required document format.
  3. Press OK.

The Output to E-mail window appears.

  1. Press OK.
  2. Open your email provider and enter the recipient's email address.
  3. Send the email.
 

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