How to Use Sage 50 to Email PDF Invoicesby Andrew Tennyson
Sending documents in the PDF file format ensures broad compatibility across many computers and mobile devices. Sage 50 has a built-in feature that enables you to create invoices. Once you've created an invoice you can export it to your default Web browser and send it as an attachment to any email.
Click "Customers" and click "Invoice List" to load a list of available invoices to send as PDF files.
Double-click the invoice you want to email as a PDF or click "New Invoice" to create a new one. If you elect to create a new invoice, follow the prompts on the Product Invoice window to fill out the details of the invoice.
Click the "Print" button at the bottom of the Product Invoice window to load a list of invoices available for printing.
Select the invoice you want to email and click the "Email" button. At this point, Sage 50 automatically creates a new email message in your computer's default email application and attaches the invoice to the message as a PDF.
Fill out the email address, subject and message, as usual, and then send the email.
- Information in this article applies to Sage Pay 50. It may vary slightly or significantly with other versions or products.
- Depending on the version of Sage you are using, you may be prompted to select a print template before you can send the PDF to your default email application. In Sage Line 50, for example, after selecting a template, you then need to use the report designer to customize email reporting options. Click the "More" icon next to the Email Options field, select the name of the sender, and then click the "Send the report as an attachment" radio button and select "PDF" as the attachment type. Fill out any additional details and click "OK" when you're finished.
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