You can email a report or financial statement to a customer whenever it is displayed on the screen.
- With the report or statement displayed
on the screen, click Email.
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.
- (Optional) 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.