Email a Displayed Report or Financial Statement
You can email a report or financial statement to a customer whenever it is displayed on the screen.
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With the report or statement displayed on the screen, select the Email button.
Your email application opens (if it is not already open), and Sage 50 opens and populates an email message, adding a subject line featuring the company name and the name of the report/statement you want to send. The body of the message will repeat this information, as well as include the date when the report/statement was generated. The document itself will be attached to the email message in PDF format.
- If desired, make changes to the subject line, body text, or both.
- To email the report or statement, select your email application's Send (or equivalent) button.
What do you want to do next?
- Display a report on the screen
- Display a financial statement on the screen
- Email a report or financial statement from the Select a Report or Form window
- Create a PDF version of a report or financial statement
- Print a report or financial statement
- Perform other report or form tasks
- Read the report selection overview