How to Set up and Send Email Invoices in Sage 50

The Sage 50 Email Settings determine the information required to send the email. You can configure the settings to send email invoices from Microsoft Outlook. This lets you easily send files using Sage 50cloud Accounts and save crucial time. Some email settings are set by default; however, you can override them by email invoice emailing. If you follow all instructions provided by the AccountsPro team, then you will not face the Sage 50 Can’t Send Email Invoices issue later.

Set up your documents for email in Sage 50

You can email reports and layouts using Microsoft Outlook or webmail in Sage 50. Use the Email Defaults option to set up email settings for multiple documents at once.

Option 1. Set Up Your Email Provider in Sage 50

To configure email settings in Sage 50, follow these steps:

Microsoft Outlook

• Ensure your Microsoft Outlook version is compatible with Sage 50 using the Microsoft Office and Sage software compatibility guide.
• Back up your layouts before making changes.

Apply Email Settings:

• Open Sage 50 Accounts.
• Click Settings, then select Email Defaults.
• In the Email Program drop-down, choose Microsoft Outlook.
• Proceed to Option 2 for further configuration.

Check out full details for Sage 50 Integration With MS Outlook Email Program for sending customer invoices, reports, PayCheck etc.

Set Up Webmail in Sage 50

• Backup Layouts – Save a backup of your report and invoice layouts.
• Open Email Defaults – In Sage 50 Accounts, go to Settings > Email Defaults.
• Select Webmail – In the Email Program drop-down, choose Webmail.
• Choose Provider – In the Email Provider drop-down, select your provider. If not listed, choose Other.
• Enter Sender Details – Add the display name and email address.
• Configure Server (If Needed) – If you selected Other, enter the required server details.
• Set Login Preferences –
  • Select Use logged-on user details to use the same credentials each time.
  • Or, choose Use Username and Password to enter credentials manually.
• Now, continue to Option 2 for the next steps.

Option 2. Apply Email Settings in Sage 50

After setting up email defaults, go to Settings > Email Defaults. Click the relevant tab, such as Invoice, then apply your email settings:

To	Choose the email address that Sage 50 should use for sending layouts: 1. Customer Record Email 1 – Uses the Email1 field from the customer or supplier record. 2. Addresses & Contacts’ Preference Email – Uses the email from Addresses & Contacts > Preferences (Not available in Sage 50 Accounts Essentials) 3. Manually Entered Address – Allows you to enter an email address manually.
CC	Select the email address to which Sage 50 should send a copy of the layouts.
Subject	Manually Entered Subject – Manually enter a subject of the Email.
Send information in the body of the email, not as an attachment	To include the layout directly in the email body instead of attaching it as a file, select the checkbox for this option.
Attachment Format	To send the layout as an attachment, select one of the following formats: PDF, HTML, Excel, or Text.
Attachment Filename	If sending the layout as an attachment, enter the required filename for the document.
PDF Password	If your attachment is a PDF file, choose whether to add a password: 1. Click Yes – From Customer / Supplier Record to apply a password. 2. Click No if you do not want to use a password.
Sending Options (Microsoft Outlook only)	Click Send Immediately.

Option 3: Save Your Changes

After setting up the email settings, apply them to the required layouts and save:

• Click Apply.
• Select the checkbox for each layout where you want to apply the email settings.
• Click OK to save your changes.

Preparations And Checklist: Sending Email From Sage 50

Things to Consider Before Proceeding with Sending Email in Sage 50:

• Save time in setting up email defaults while sending invoices to the client/customers/vendors
• Set up customer contact to set up an email address to send an invoice to the right person

Find out what the user can do whenever the Sage 50 No Default Client Email Error warning message comes up when sending customer invoices.

Set up Email Message Defaults in Sage 50

You can set up email defaults for the email messages for files you send using Sage Accounting, including invoices, quotes, estimates, remittance advice, and statements. Scroll down to know the steps to set up a default message, modify the address replies were sent to, and select to always link the document as a PDF. Moreover, the PDF converter is not working properly, then the user will face the Sage 50 Not Print Invoice issue. Also, sending an email invoice failed.

Modify the Reply Email Address in Sage 50

If the email files are sent from donotreply@sageone.com or if someone replies to the email, then it’s automatically sent to the registered email address, or you need to send replies to a different email address and then change it with the steps below:

• Locate the Settings button
• Choose the Document Emails tab
• Click on the section named Email Reply Address
• Choose the Change button
• It will display the email address that is actively used for replies
• Hit the tab named Email Reply Address, then click on the Change option
• Embed the email address you need to use, and then hit the Continue tab
• Place a mark on the email inbox with a verification code.
• Fill in the code and then select the Verify tab
• In case there is an incorrect email address, then select the email address
• Select the reset tab

With the process of Sage 50 Invoice Automation, small business can send invoices each month to customer without doing the same work again and again.

Sending A File Using An Email Account in Sage 50

• In case you failed to change the no-reply address:donotreply@sageone.com
• Send the email from an individual email account:
• Next, export an invoice to PDF
• Now save the file locally to the mobile device or the System
• Link the file to an email address to send from the email account

How To Set Up A Default Email Message In Sage 50?

• Locate the Settings button
• Click Business Settings
• Select Document emails
• Now, scroll down to the window’s bottom to choose the type of document
• Fill in the message
• The character count will display the eligibility to write
• Hit the Save button

Sage 50 Settings To Send The Email Copies To Yourself

If you need to receive the email copy you sent, then simply select the Yes button. Always send a copy to. It simply sets this button by default while emailing invoices in Sage.

Link document as of PDFs:

If you require linking the files to the email as a PDF, then hit the Yes button, “Always attach the document as a PDF.” It simply sets this feature by default when sending an email. All files are sent as a link to open in a browser

How To Email A Single Invoice In Sage 50?

• When saving the invoice, you need to click select, save, and then email
• It will display a saved invoice
• Now select the Email button

Sending An Email of Multiple Invoices In Sage 50

During multiple invoices, ensure that you choose the invoice for one customer at a time so that all invoices are sent to the same email address. Here are the steps:

• Locate the Sales section
• Click Sales invoices
• To discover the unsent emails, you need to choose the issued column on the list named Sales Invoice
• This will display the list of unsent invoices
• Hit on the column heading of the customer to view the customer order unsent invoices
• Click on the check field to choose the invoices you need to send
• Ensure that they are for a similar customer
• Choose the icon of the email using the toolbar displayed in the list
• Fill in the desired email address
• To send to multiple recipients, fill in additional email addresses separated by a semicolon
• Fill in the message you need to display in the email
• Hit the Send button
• All the chosen invoices are sent to the entered email addresses.

Conclusion – Emailing Invoices in Sage 50

Setting up email invoices in Sage 50 helps speed up your billing process, reduces paperwork, and improves customer communication. Whether you’re using Outlook, Gmail, or another provider, properly configuring your email settings ensures smooth delivery. Double-check SMTP server settings, email formats, and test with sample invoices before going live. For personalized setup or troubleshooting, reach out to the AccountsPro Sage chat support team for expert assistance.

Frequently Asked Questions