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How to e-mail transactions from Sage 50

Created on  | Last modified on 

Summary

How to e-mail transactions in Sage 50 Accounting.

Resolution

E-mail a single transaction

  1. Open the transaction (sales invoice, sales order, quote, etc.).
  2. Click the E-mail button at the top.
  3. When the E-mail Forms screen appears, click Select Form to choose your desired form.
  4. Click Send. An e-mail from your e-mail client will appear.
  5. Click Send.

E-mailing multiple transactions in a batch

Refer to How to print and e-mail forms to customers.

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