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Charlotte Murray

Emailing invoices

Posted By

Lots of people still don’t email invoices to their customers. Instead, they print them out and post them which takes time and money.

It will only take a few minutes to do. Before you start emailing invoices you will need to set the default email layouts. Then, to email an invoice you can just select the invoices that you want to email and click Email. There’s also an emailed column. If you send an invoice using the email option, a Yes appears in this column against the invoice, quote or order. This means you can see quickly what’s been sent by email.

  • I am looking for a simpler way to email my invoices.

    When I create an invoice and click print-Email I get "The email options for this report are not fully configured. Do you want to send the entire report as an attachment" I click "Yes" then get Provider MAPI Format PDF click "Yes" then Output to email "The email was successfully output to email" click "OK".

    I use Windows Live Mail & think this may be the problem. Is there an alternative, compatible email program I could use?

    ."It will only take a few minutes to do. Before you start emailing invoices you will need to set the default email layouts" Unfortunately I don't know how to do this! Can anyone help me please?

  • For more information about how to email reports and layouts, including invoices, please refer to Ask Sage article 12659.

    This article and many others can be accessed from our Ask Sage library at www.sage.co.uk/ask

  • Thanks for your post Craig - let us know how you get on with the Ask Sage article. If you have any tips of your own or something that works well please do share it here in the Hints and Tips Area :)

  • I have got all my layouts working to go to email but they always go into the draft box in outlook. Does anyone how to get them to go into the inbox.

  • Hi Ruth,

    This is due to how your Microsoft Outlook settings are configured. Unfortunately, Outlook settings are not something we can support you with at Sage. I recommend you visit Microsoft support at http://support.microsoft.com for more information on this.

  • I have a single user who, until last week was able to email Sales Order List but now she cannot.  Sage reports a General Com Error.  The error log on the server reports the error was generated by Sage Report Designer and the path to the file is incorrect!.  Having checked the file path in Sage 'About' I can confirm that the report is located where it is supposed to be.  All other (8) users are able to run the sales order list and email without any problem.  Does anybody have any idea what I should do to resolve this issue?

  • Hi Robert,

    There are a number of reasons why this may occur.

    For more information about how to troubleshoot and resolve this, please refer to Ask Sage article 29706 below:

    support.sage.co.uk/default.aspx

  • Hi Louise Are you able to just highlight the invoices you wish to send from the invoices and credits screen and use the email button? Depends on which version of Sage you using?
  • It was all fine until the system did a huge update. Weâ€Tmve previously been using sage on a pc without he internet but now we have the internet on sage has automatically updated. I did try and send by clicking the email button on the top toolbar but it said the settings werenâ€Tmt correct but then it updates the invoices screen as sent, but doesnâ€Tmt send to the inbox as a pdf so Iâ€Tmm presuming itâ€Tms not been sent to the customer. Surely you get to see it like you do if you send it via print?

  • Hi Louise,

    The initial problem you are having sounds as though the window that usually appears to confirm the email has been successfully sent isn't at the front of your program.

    Like most pop up messages in the program, you need to click OK on this message before it will give you control (so the Report Browser in this case looks like it is frozen).

    Please look around for the window that reads The report has successfully output to e-mail.

    If you cannot see it, please hold Alt on your keyboard and press TAB to cycle through all open windows until you see this.

    You also mention about the message you get using the Email button from the main module.  You can designate a layout to be used with this by selecting Settings > Invoice and Order Defaults > Email.  In here you can assign a layout for each type of document (Invoice, Order etc) so that when you click the email button, it will use this layout and email straight away.  The message I mentioned earlier should still appear however.

    Give the above a try and let me know if you still have issues.

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