Email Sales Invoice to multiple email addresses

SUGGESTED

Hi,

Until recently I was using version 22 of Sage 50 and when entering customer email addresses onto the customer record in field 'Email 1' I could enter two email addresses by using ; to separate them. This meant I could email one invoice to two different email addresses.

I tried to setup the same for a new customer today using version 25 and it now errors saying invalid email address. It looks like Sage have introduced extra validation in the field.

Does anyone have a way of email 1 invoice to two email addresses without manually having to enter the second email address each time?

Many thanks

Andi

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    SUGGESTED

    Hi Andi,

    You are no longer able to enter multiple email addresses into the one email field due to the introduction of the Go Cardless integration which requires it to be one email address per field.

    Instead you would need to use the Email 2 and 3 fields to enter any additional addresses, then amend your invoice layout to pick up these addresses;

    1) Select any Invoice from the Invoice List > Print > Right-click your layout > Edit

    2) In Report Designer, select Report > Email Settings > To;

    3) Click the Add button beneath Expressions that define the people you want to send the report to:

    4) Add the field SALES_LEDGER.E_MAIL2 > OK

    5) Repeat steps 3 and 4 for SALES_LEDGER.E_MAIL3 > OK > 

    6) Select File > Save > File > Exit.

     

    I hope this helps.

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    That's work perfectly, thank you.

    I did try searching help first, so it might be an idea to make a searchable answer available for other users.
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    I'm curious though.
    We have clients with multiple branches; some of whom do their own accounting and others where the accounting is done by a third party. Frequently these customers may have multiple levels of hierarchy and management where some want to receive the documents and others don't.
    We can of course, add additional addresses to each account with the appropriate email address and phone number.
    Please advise then how one could select emailaddress4, emailaddress5 and emailaddress6 to send invoices and/or statements to assuming we have added one along with name, contact number and job title? We could then actively use the additional addresses/contacts option for any customer and add the additional fields to the layouts so they get picked up as appropriate

    Thanks
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    SUGGESTED

    Hi Michael,

    Although there isn't a field for Email 4,5 and 6, you could use the Custom Fields in the Defaults tab and add them in the same way as the steps I posted above.

    Also, there is the option to use Multiple Addresses and Contacts and incorporate this onto your layouts.  For help with setting this up, please click here.

    Any questions please let me know.