How to Email Invoices from Sage 50?

Sage 50 is also known for its broad compatibility across different kinds of mobile devices and computers. One popular feature provided by Sage is the built-in facility where you can create invoices and send them over email to your contacts. In this blog, we will tell you how to email invoices from Sage 50.

How to email a single invoice from Sage 50?

To email a single invoice, you can follow the below-mentioned steps-

  • Open Sage 50
  • Go to the Tasks menu
  • Click on Sales/Invoicing.
  • Enter or select your customer ID. On selecting the customer ID, your default information will be displayed by Sage

Please note– If you have not created a customer profile, click on the Add New customer link.  The maintain customers/prospects window will open up. You can enter the customer information here.

  • Create the invoice

Please note– If you have already created the invoice, go to Lists>Customers & Sales>Sales Invoices. Then open the Sales Invoice List Window. Select the particular invoice you want send over email.

  • Click on Email
  • Go to the Email Forms dialog box
  • Click on Send

How to email a batch of invoices from the Sales/Invoicing Window?

To email a batch of invoices from the Sales/Invoicing Window, you can follow the below-mentioned steps-

  • Open Sage 50
  • Go to the Tasks menu
  • Click on Sales/Invoicing. Sage 50  will display the Sales/Invoicing window
  • Click on the Print drop-down box
  •  From the menu, click on Select Invoices to Print
  • The Preview and Print filter window will appear on your screen
  • While emailing invoices, you can select invoices not emailed before, invoices saved in the Sales/Invoicing  window without any invoice number or invoices sent previously
  • By default, Sage 50 shows the first invoice number suggested in the field named Number the first invoice on the Preview and Print filter window. You can change the number, if you want.
  • After you make necessary selections, click on Print/Email. You may receive a prompt, asking you to complete the emailing task.
  • After the invoices are sent on email, Sage 50 will display a prompt, asking you if the invoices have been emailed correctly and it the journal can be updated. Check your invoices carefully and click on Yes if satisfied.
  • If you click Yes, Sage 50 will record the Invoice numbers for the forms to the Sales Journal.
    • If you click No, the Invoice numbers will be left blank. The invoices will then be sent once again during the next run for invoices.

We hope the sequential steps mentioned above would help you a great deal to send email invoices easily from Sage 50. If you are still facing any difficulties in carrying out the above-mentioned steps, you may speak to our experts, anytime you want.

Frequently Asked Questions (FAQs)

What are the different ways to email sales invoices in Sage 50?

You can do any of the following, if you want to email sales invoices in Sage 50-

  • You can email invoices one by one from the Sales/Invoicing window. To do this, click Email in the Sales/Invoicing window.  Sage 50 will email the invoice to the destination specified and will also save the invoice.
  • You can  email a batch of invoices from the Sales/Invoicing window, in one session
  • You can  also email a batch of invoices, in one session,  from the Select a Report or Form window

How can I email a batch of invoices from the Select a report or form window?

Please follow the below-mentioned steps-

  • Open Sage 50
  • Go to the Reports & Forms menu
  • select Forms,
  • Click on Invoices and Packing Slips.
  • The Select a Report or Form window will appear on your screen
  •  Navigate to the Forms list
  • Select the form that suits you the most
  • Below the sample image in the Select a Report or Form window, you will see the Preview and Print tab. Click on it.
  • While emailing invoices, you can select invoices not emailed before, invoices saved in the Sales/Invoicing  window without any invoice number or invoices sent previously
  • By default, Sage 50 shows the first invoice number suggested in the field named Number the first invoice on the Preview and Print filter window. You can change the number, if you want.
  • After you make necessary selections, click on Print/Email. You may receive a prompt, asking you to complete the emailing task.
  • After the invoices are sent on email, Sage 50 will display a prompt, asking you if the invoices have been emailed correctly and it the journal can be updated. Check your invoices carefully and click on Yes if satisfied.
  • If you click Yes, Sage 50 will record the Invoice numbers for the forms to the Sales Journal.
    • If you click No, the Invoice numbers will be left blank. The invoices will then be sent once again during the next run for invoices.