Set up and use Quick email
Description

Before you send out Invoices, Credit notes, Quotations, Sales orders and Purchase orders, you can configure the Email option to send these documents by email in just one click.

If you can already send your documents by email you're good to go and can follow the steps below.

If you haven't emailed your layout before, you should first enter your email settings.

NOTE: If you're using a Gmail account to send emails, you must generate an App Password via your Google Account to send emails via Gmail in Sage 50 Accounts. Read more >  

Cause
Resolution

Watch a video



Send an email

  1. In the relevant module, for example Invoices and credits, select an invoice then click Email.

    The first time you click this option you must select the layout that you want to use when emailing that type of document, then click OK.

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

Change the default layout

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

TIP: You can customise the email layout by editing it with Report Designer.  Find out how >



Can't find the report you're looking for?

Our reporting team offer a bespoke report design service for Sage 50 Accounts and Payroll. Book a consultation today. Find out more >

[BCB:149:Move feedback:ECB]
Steps to duplicate
Related Solutions