Emailing from Sage 50

Posted by on Sep 10, 2010 in Technical

How to Email Orders, Invoices and Quotes

From within your Sage 50 Accounts 2011 program, you can email documents directly to your customers and suppliers, saving on office overheads (paper, postage, printing and labour) whilst doing your bit for the environment by heading towards that paperless office environment, here’s how:

From within your Sage 50 product, you must first set up the email layouts, this can be found inside the settings (Invoice and Order Defaults) Email tab, from here you can define the specific layouts to be used.

Once this is configured to send out an order, invoice or quote, all you need to do is select it from the list and click on “email”, it’s that easy and could save you some time and money.

You can also keep track of whats already been sent by viewing the Emailed column in each area.