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Set up defaults for your email messages

Created on  | Last modified on 

Summary

How to set up default email messages in Sage Accounting.

Description

Save time and set up defaults for your email messages for documents you email from Sage Accounting, such as invoices, credit notes, quotes, estimates, statements, and remittance advice.

  • Instead of entering the email message every time you email a document, set up a default message for each type of document
  • Change the email address that appears on your invoices
  • Choose to always attach the document as PDF

Resolution

Change the 'reply' email address

The email on your invoices is the one registered with your account. If your accountant set it up, update it to avoid their email showing.

To direct customer replies to a different address, like sales or support, update your 'reply' email settings. This change will also update the email address displayed on future invoices.

  1. From Settings, then Business Settings, select Document Emails.
  2. In the Email Reply Address section, select Change. This shows the email address we're currently using for replies.
  3. Add the email address you want to use and click Continue.
  4. Check your inbox for an email with a verification code. Enter the code and choose Verify.
  5. If it's the wrong email address, just choose Reset to start again.

Send documents from your own email account

You can't change the no-reply address; [email protected].

To send from your own email account instead:

  • Export the invoice to PDF and save the file locally to your PC or mobile device
  • Attach your file to an email to send from your email account

Remove the email reply address shown on invoices

  1. From Settings, then Business Settings, choose Document Preferences.
  2. Under Contact Details, untick Show Email Address.
  3. Select Save.

Set up a default email message

  1. From Settings, then Business Settings, choose Document Emails.
  2. Scroll to the bottom of the page.
  3. Select the document type from the left panel.
  4. Enter the message. The character count will show how much you can write.
  5. Click Save.

You can also update the message when you send individual documents.

Send copies to yourself

If you want to receive a copy of the emails you send out, just choose Yes Always send a copy to .... This just sets this option by default when sending emails.

Attach document as PDFs

If you usually want to attach your documents to the email as a PDF, choose Yes - Always attach the document as a PDF. This just sets this option by default when sending emails.

All documents are sent as a link which opens in a browser.