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Set up and use Quick email

Created on  | Last modified on 

Summary

How to configure the Email option in Sage 50 Accounts to send your documents by email in one click.

Description

Configure Email to send invoices, credit notes, quotations, sales orders, and purchase orders in one click.

  • If you already send documents by email, follow the steps below
  • If you haven't emailed your layout before, enter your email settings first

NOTE:

If you're using a Gmail account, you must generate an App Password via your Google Account. This allows you to send emails with Gmail in Sage 50 Accounts.

Resolution

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Send an email

  1. In the relevant module, select your document to send, then select Email. For example, in the Invoices and credits module. 

    The first time you select to edit, you must select the layout to use when emailing that type of document. 

  2. A message appears to advise that your document was successfully output to email, press OK.

Change the default layout 

NOTE:

Remote Data Access requires the same 'Company.xxx' folder for quick print/email to work on all computers. Otherwise, it only works on the last configured computer.

  1. On the menu bar, go to Settings, then select Invoice & Order Defaults.
  2. Select the Email tab.
  3. To the right of the required document type, press Browse.
  4. Select the layout that you want to use when emailing, then press OK.

TIP:

You can customise the email layout by editing it with Sage Report Designer.

 

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