We are currently using Sage50 2011 but have never been able to use Sage email system for sending invoices/remittances. Our IT dept has found it caused too many problems with our existing email (Outlook 2010 Small business server) and very difficult to set up, consequently we do not use it.
Can anyone tell me whether Sage50 2012 email system any easier to set up and use?
Hi, I recently set up emailing customer statements out of Sage 50 2011 and the hardest thing I found is getting the email addresses, everything else was simple.
Do you have Sage Support? I called them and they talked me through setting it up. It was very simple and only took a few minutes. We have ours set so that they are sent straight out of Sage rather than to Outlook for us to then manually send. It sends in seconds and does not seem to cause a lag in Outlook.
If you do not have Sage support then let me know and I will try and give you a guide of how I did it.
Hi Jenna. No we don't have Sage Support. It would be great if you could guide me through it. As I said previously, we have tried to set it up but even a Sage specialist guy couldn't get it to run properly. But I'm willing to try again.
Ok, I assume you already have a template you wish to use?
Open the template in Sage report designer by clicking edit in the report browser screen. When it opens you can make any changes to the template if you wish. Click view at the top left of the screen and select properties, this should then appear on the right of the screen. In there you should see email settings, click on the little tab at the right to open.
This will open the configure email settings window. I have attached what we have set up in this option.
In the big white box you can write in a message to go with the email. Here we would also have our company name, address and contact details, but I have removed them before posting. I have also change the subject line, here yuo can manually write in whatever text you wish.
There is nothing on the email attachments tab.
I hope this helps :)
-- Edited by jenand on Friday 22nd of June 2012 10:46:13 AM
I had to do this last week for a client, and it wasn't too bad. You need to make sure you know your user passwords for access to your email systems, other than that it worked fine. Jenna is right, it is useful to have Sage at the end of the phone, but Jenna's instructions are good, so I'd give it a try next week when you have some quiet time!
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Author of Sage 50 Accounts For Dummies, Sage One for Dummies and Bookkeeping for Dummies
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