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robbert

emailing separate PDF invoices

SUGGESTED
Posted By

Hi I would firstly like to thank anyone who can help me

I send out a large number of invoices to a lot of customers, usually by email, I have a report design that I like to use and setup with outlook etc, 

a lot of customers are now rejecting invoices and asking that when I send them invoices they have to be 1 invoice per PDF file, so at the moment (sage default) when I send 10 invoices to a customer the invoices are grouped onto one PDF file 

is there a way to separate these? so 1 single email but with 10 pdf files attached all named with invoice numbers?

its annoying having to export the files to my pc then email out manually, it seems to be more common as people are uploading separate invoices to software

thanks again

  • 0
    SUGGESTED

    Hi Robbert

    Thanks for using Sage City

    Can you try the following please and let me know which option is selected in the drop down - Entire report or a Group?

    In Sage Accounts, browse to and click your invoice layout.

    Click Edit then, on the menu bar click Report.

    Click Email Settings, then enter your preferred email settings:

    Email message should contain  

    To send all content to every email address, click Entire Report.

    To send multiple documents to multiple addresses, click the group by which the information should be split.

    For example, on an invoice layout, to send a separate email per invoice choose the last group called INVOICE.INVOICE_NUMBER. On a statement layout, to send a separate email per customer, choose the group called SALES_LEDGER.ACCOUNT_REF.

    Kind regards

    Fiona

    Sage UKI

  • 0 in reply to fiona wilson

    these are my current settings, I already have the last group selected, but its is only sending one pdf file with multiple invoices 

  • 0 in reply to robbert
    SUGGESTED

    Hi Robbert

    1. Browse to and select the report or layout > Edit.
    2. Report > Email Settings.
    3. To > Expressions that define the people you want to send the report to > select the existing email address variable > Edit.
    4. Clear > create the required expression or copy the example below:

     SALES_LEDGER.E_MAIL = "" ? "" : INVOICE.INVOICE_NUMBER + " " + " <" + SALES_LEDGER.E_MAIL + ">"

    1. OK > OK > OK.
    2. Report > Report Properties > amend the name and description of your document > OK.
    3. File > Save As > enter a new file name > Save.
    4. File > Exit.

    Kind regards

    Fiona

    Sage UKI

  • 0 in reply to fiona wilson

    followed your instructions, no good, thanks for trying

  • 0 in reply to robbert

    Hi again Robbert

    If you call the support line or come through to web chat, we can investigate this further for you in  real time.

    Please refer to article 44095 for the available support options.

    Kind regards

    Fiona
    Sage UKI

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