Sage 200 Report Designer - How to set up SOP invoices to send via email

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To set up SOP invoices to send via email:

1. Set up the email options for your invoice layout in Report Designer. To email the layout to the preferred contact email address in your customer account:
   • Choose the group that matches the header section of the invoice layout from the 'Email should contain' drop-down list. For the 'SOP Invoice (single)' layout, this is Group 7.
   • Add the expression SLCustomerAccounts.ContactEmailAddress as the 'To:' address for the layout.Set up the email options for your invoice layout in Report Designer. To email the layout to the preferred contact email address in your customer account:
2. Set up a customer role from the Customer and Supplier Roles window in Accounting System Manager and associate this role with the Sales Invoice document type from the Customer and Supplier Document Types window.
3. Set up a preferred contact for the role in your customer account on the Contacts tab.
4. Add the new invoice layout to the SOP module from the Maintain Invoice Layouts window.
5. Associate this layout with your customer accounts on the Documents tab.
6. Print your invoices to the spooler or as a preview. Click Email from the Preview pane.

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