To email sales invoices, you can do any of the following:
- Email invoices one at a time from the Sales/Invoicing window by clicking Email. If you click Email in the Sales/Invoicing window, Sage 50 emails the invoice and also saves the invoice.
- Email a batch of invoices in one session from the Sales/Invoicing window.
- Email a batch of invoices in one session from the Select a Report or Form window .
Important! Ensure you have entered an email address for the customer in their customer record.
To email a single invoice
- From the Tasks menu, select Sales/Invoicing.
-
Enter or select the customer ID.
When the customer is selected, Sage 50 supplies the customer default information.
- Create the invoice.
Tip: If you have already created the invoice, open the Sales Invoice List window by choosing Lists>Customers & Sales>Sales Invoices. Select the invoice from the list.
- Click Email and then Send in the Email Forms dialog box.
How to email a batch of invoices from the Sales/Invoicing window
- From the Tasks menu, select Sales/Invoicing. Sage 50 displays the Sales/Invoicing window.
- Select the Print drop-down button and choose Select Invoices to Print from the menu. Sage 50 displays the Preview and Print filter window.
- When you email invoices, you can choose to email invoices that have not been emailed, which are those invoices saved or posted in the Sales/Invoicing window without an invoice number, or you can choose to re-send previously sent invoices.
- Sage 50 displays the suggested first invoice number in the Number the first invoice field on the Preview and Print filter screen. You can change this if you want.
- Click Print/Email after you make your filter selections. You may be prompted by your email program to complete the email task.
- When the invoices have been emailed, Sage 50 displays a message asking if the invoices were emailed correctly and if it's okay to update the journal. Look carefully at your invoices before you answer
Yes to this question.
- If you answer Yes, Sage 50 records the Invoice numbers used on the forms into the Sales Journal.
- If you answer No, the Invoice numbers are left blank, and the invoices will be sent again during the next invoice run.
How to email a batch of invoices from the Select a Report or Form window
- From the Reports & Forms menu, select Forms, then Invoices and Packing Slips . Sage 50 displays the Select a Report or Form window.
- Select the form that best meets your needs from the Forms list and click Preview and Print which is located below the sample image of the form on the Select a Report or Form window.
- Sage 50 displays the suggested first invoice number in the Number the first invoice field on the Preview and Print filter screen. You can change this if you want.
- Click Print/Email after you make your filter selections. You may be prompted by your email program to complete the email task.
- When the invoices have been emailed, Sage 50 displays
a message asking if the invoices were emailed correctly and if it's okay to
update the journal. Look carefully at your invoices before you answer
Yes to this question.
- If you answer Yes, Sage 50 records the Invoice numbers used on the forms into the Sales Journal.
- If you answer No, the Invoice numbers are left blank, and the invoices will be sent again during the next invoice run.
When you email invoices, you can choose to email invoices that have not been emailed, which are those invoices saved or posted in the Sales/Invoicing window without an invoice number, or you can choose to re-send previously printed invoices.