emailing invoices from sage line 50

[no12rugby]

Any ideas?

We are struggling on this.

Help would be appreciated.

Txs

 

[weebly_one]

That's my specialty ! What is the problem ?

 

[no12rugby]

we would ideally like to create all invoices (normally approx 250nr) and hit a send button which would then send them to all the saved email addresses. You would think this is easy.
I have tried and it launches an outlook email with the invoice as a pdf attachment which is fine but no address already in.

Is there something I'm doing wrong?

Thanks

 

[MyAccountantOnline]

we would ideally like to create all invoices (normally approx 250nr) and hit a send button which would then send them to all the saved email addresses. You would think this is easy.
I have tried and it launches an outlook email with the invoice as a pdf attachment which is fine but no address already in.

Is there something I'm doing wrong?

Thanks

It doesnt answer your question and I'm sorry I cant help, I gave up on Sage years ago but if you want to change Accounts Portal automated billing is fantastic. My firm sends a large number of monthly bills by email each month and it is SO simple, its all automated.

 

[talkinpeace]

I am currently invoicing by email through Sage instant ...
despite what all the report headers imply it does NOT batch email them.
You have to print to email individually : with outlook open and allowing external programmes as you go.
generating and email 250 invoices took me three hours : less than folding them into envelopes and paying for stamps.

if you do try to batch email, all the copy invoices go to the first recipient
I think I can set up "transaction email" but until I can test it am sticking to what I know works

BTW
you need to get the email stuff set up in your report designer template : and being able to automate a covering letter and wording is really useful

 

[weebly_one]

Hiya,

This is something we can help with - talkinpeace - we have seen people with the problems you describe and it can be fixed. There are a few different reasons including incorrect security settings, layout designs needing changing - and others.

no12rugby - as talkinpeace says you need to get the setting correct in your invoice design - we would be happy to help if you want to get in touch. The fact no address appears could either be that you don;t have an email address in the correct field in the customer account record - or the email setting are not correct in the layout you are using - which is fixed by going to into report designer and changing the settings for the layout.

This is something I am being asked about more and more at the moment - including helping the designs look nice on plain paper and adding in logos and click throughs to the pdf designs.

 

[talkinpeace]

weebly : whick box have I got ticked wrong to stop bulk emailing ?

 

[weebly_one]

It's not that simple I am afraid as you have more than one issue from your description.

My husband and business partner says he has solved a similar issue for a client recently though. He could probably help remotely but would need to log in to your system. He's estimates an hour at most and says no fix no fee.!

 

[talkinpeace]

nice business try
but the business is public sector so does not work that way
a fixed fee response is an option
- i've been using Sage since the current FD was at school - as I reminded him years ago !

 

[weebly_one]

Just trying to help. It's not a Sage problem in all likelihood as per my previous comment hence my it whizz hubby offering to help. We make a good team!

If an hours help could save you hours every time you invoice would that not be worth it?

 

[weebly_one]

We can quote a fixed fee. We are easy to find online. Email us and we will respond officially.