Helpdesk Portal

To enter your email settings on a layout

Tip: Before following the steps below, to check that your layout is available to update, go to Settings > Email Defaults > Apply > check that you can see your layout in the list > Cancel > Cancel. If your layout isn't listed, click Previous and follow the steps for reports.

To configure your default email settings

The very first time you want to email a document from Sage Accounts, you must configure your default email settings. You only need to do this once, then you're ready to start applying the settings to your layouts.

1. Settings > Email Defaults > Email Program drop-down > choose Webmail > Email Provider > choose your email provider.
2. Sender Details > enter the required display name and email address.
3. Login Details >  if you'll always be logged in to your webmail when emailing documents, select Use logged-on user details. Alternatively, select Use Username and password to enter your User and Password details. 
4. Click Apply.

To apply the email settings to your layouts

Note: We recommend that you apply the email settings only to the required layouts, rather than all layouts. Before applying the email options you should also take a layouts only backup. For more information about how to do this, refer to article 12675.

1. Settings > Email Defaults > click the required layouts tab, for example, Invoice.
2. Enter the required settings as follows:
   
   

   To	Select which email address you want the layouts to use as follows: Customer Record Email 1 - This is the email address in the customer or supplier record > Details tab > Email1. Customer Record Email 2 - This is the email address in the customer or supplier record > Details tab > Email2. Customer Record Email 3 - This is the email address in the customer or supplier record > Details tab > Email3. Addresses & Contacts' Preference Email - This is the email address in the customer or supplier record > Addresses & Contacts > Preferences. Note: This option only works with layouts that have access to the SALES_DEL_ADDR or PURCHASE_DEL_ADDR table. It isn't available Sage Instant Accounts or Sage 50 Accounts Essentials Manually Entered Address - To manually enter an email address for the selected layouts to go to, select this option.
   CC	Select which email address you want the layouts to be copied to.
   Subject	Select the subject of the email as follows: Invoice 25 from (company name) - To show the invoice, order, statement or remittance number and company name, select this option. Invoice 25 from (company name) - (date) - To show the invoice, order, statement or remittance number, company name and date, select this option. [None] - For no subject, select this option. Manually Entered Subject - To manually enter a subject, select this option.
   Send information in the body of the email, not as an attachment	If you want the layout to show in the body of the email rather than an attachment, select this check box.
   Attachment Format	If you want to send the layout as an attachment, choose PDF, HTML, Excel or Text.
   Attachment Filename	If you want to send the layout as an attachment, choose the required filename.
   PDF Password	If your attachment is a PDF file, to add a password choose Yes - From Customer / Supplier Record. Alternatively, if you don't want to apply a password, choose No. Note: This option isn't available Sage Instant Accounts or Sage 50 Accounts Essentials
   Sending Options	Choose Send Immediately.

3. To apply the settings, click Apply > select the layouts you want to apply the settings to > OK > OK.

Once you apply your email settings, click Next.