In Sage 50 Accounts you can send reports and layouts by email through Microsoft Outlook or webmail. You can use the Email Defaults option to apply email settings to multiple documents at once.
Before you canEmail your documents, you must configure your default email settings. Let's go through the three step process to do this now.
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1 - Set your email provider
To set email defaults, select the email provider you're using for the relevant steps:
In Sage 50 Accounts, click Settings, then click Email Defaults.
In the Email Program drop-down click Microsoft Outlook.
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TIP:This video is part of the free Sage University course - Invoices and Credits. To sign up for the full course, or see other free Sage University training courses click here >
If you use SMTP to send emails from your software and your provider ends support for basic authentication, you need to change your settings. To continue emailing documents from your software, use Microsoft Outlook.
In Sage 50 Accounts, click Settings, click Email Defaults then in the Email Program drop-down click Webmail.
In the Email Provider drop-down click your email provider, or if not listed click Other.
Under Sender Details enter the required display name and email address.
If you chose Other in step 2, under Server Details enter the server details for your email provider.
TIP:You can get your server details from your IT administrator or your email provider's website. Follow our Email documents using webmail guide to test these settings.
If you'll always be logged into your webmail when emailing documents, under Login Details, click Use logged-on user details. Or, to enter your user and password details, click Use Username and password.
NOTE:You may be asked to complete 2-step verification or generate an app password at this point.For more information see our handy guide.
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2 - Apply Email Settings
Once you've set up the email defaults, click the required tab, for example Invoice, then apply your email settings:
Select the email address you want the layouts to use:
Customer Record Email 1 - This is the Email1 address in the customer or supplier record
Customer Record Email 2 - This is the Email2 address in the customer or supplier record
Customer Record Email 3 - This is the Email3 address in the customer or supplier record
Addresses & Contacts' Preference Email - This is the email address in the customer or supplier record in Addresses & Contacts, Preferences. Not available in Sage 50 Accounts Essentials
Manually Entered Address - To manually enter an email address, click this option
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Select which email address you want the layouts to be copied to.
Subject
Select the subject of the email as follows:
Invoice 25 from (company name) - Shows the invoice, order, statement or remittance number and company name
Invoice 25 from (company name) - (date) - Shows the invoice, order, statement or remittance number, company name and date
[None] - No subject
Manually Entered Subject - To manually enter a subject
Send information in the body of the email, not as an attachment
To show the layout in the body of the email rather than an attachment, click this check box.
Attachment Format
To send the layout as an attachment, click PDF, HTML, Excel or Text.
Attachment Filename
If sending the layout as an attachment, choose the required filename.
PDF Password
If your attachment is a PDF file, to add a password click Yes - From Customer / Supplier Record. Alternatively, if you don't want to apply a password, click No.
Not available in Sage 50 Accounts Essentials
Sending Options (Microsoft Outlook only)
Click Send Immediately.
3 - Save your changes
Once you've applied the email settings to the required areas, select which layouts to apply them to, then save your changes:
Click Apply.
Select the check box for each layout you want to apply the email settings to.
TIP: Reports and layouts are sent using the default profile if you use Microsoft Outlook, or from the email address you specify in SMTP settings if you use webmail. If required, you canChange the email address reports and layouts are sent from.
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