Good afternoon
Is there a way to automatically email a customer's invoice when it has been posted?
It sounds very simple but I can't work out how to do it for the life in me
Many thanks in advance
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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
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Search found 41 matches
- 02 Feb 2021, 15:41
- Forum: Sage 50 UK version General Help
- Topic: Automatically Emailing Invoices When Updating Ledger
- Replies: 1
- Views: 5745
- 22 Dec 2016, 11:06
- Forum: Sage 50 UK version General Help
- Topic: More than one person accessing the pricing structure
- Replies: 7
- Views: 3845
Re: More than one person accessing the pricing structure
Because at out shop counter, customers are constantly asking how much goods will be, before purchasing them.
- 21 Dec 2016, 14:45
- Forum: Sage 50 UK version General Help
- Topic: More than one person accessing the pricing structure
- Replies: 7
- Views: 3845
Re: More than one person accessing the pricing structure
We go into the price list to search for the outgoing prices to our customers. Within the price list we are able to find out the selling price for Customer Group A, Customer Group B etc.
Is there another way to view this information for a product?
Thanks
Is there another way to view this information for a product?
Thanks
- 15 Dec 2016, 08:46
- Forum: Sage 50 UK version General Help
- Topic: More than one person accessing the pricing structure
- Replies: 7
- Views: 3845
Re: More than one person accessing the pricing structure
Hi
I mean once you go on a product, and then to the right under 'sales price' there is an option to go into the pricing structure, which lists customers' rates.
Thanks
I mean once you go on a product, and then to the right under 'sales price' there is an option to go into the pricing structure, which lists customers' rates.
Thanks
- 13 Dec 2016, 14:34
- Forum: Sage 50 UK version General Help
- Topic: More than one person accessing the pricing structure
- Replies: 7
- Views: 3845
More than one person accessing the pricing structure
Hi
It seems that only one person on the network can access the pricing structure at a time. Is this standard, or is there an issue with our network?
Thanks in advance
It seems that only one person on the network can access the pricing structure at a time. Is this standard, or is there an issue with our network?
Thanks in advance
- 28 Oct 2016, 10:05
- Forum: Sage 50 UK version General Help
- Topic: Exporting Basics To Excel
- Replies: 1
- Views: 1938
Exporting Basics To Excel
Hi I am looking to export a list of our cash sales to Excel on a weekly basis, as an easy way to reconcile it with what is in the till. All I would need to be able to export is the list of our cash sale invoices, with the dates and totals. However, I am struggling to find a way of doing this, withou...
- 09 Sep 2016, 08:09
- Forum: Sage 50 UK version General Help
- Topic: Exporting Invoices to Excel
- Replies: 3
- Views: 3241
Exporting Invoices to Excel
Hi I'm just wondering if it is possible to do the following. I am looking to export a selection of invoices for a certain customer in order to put together a list of the items they have taken over the last year, and the quantities and costs. Is this possible, or is there a better way to do this? Tha...
- 20 May 2016, 12:41
- Forum: Sage 50 UK version General Help
- Topic: Cannot Find Network Path in Windows 10
- Replies: 2
- Views: 2355
Re: Cannot Find Network Path in Windows 10
I reverted it back to Windows 7, as there were several other programmes that were not running as they should, and it is all back to normal now.
Thanks for your help.
Thanks for your help.
- 18 May 2016, 08:11
- Forum: Sage 50 UK version General Help
- Topic: Cannot Find Network Path in Windows 10
- Replies: 2
- Views: 2355
Cannot Find Network Path in Windows 10
Hi Wondering if anyone can help. I am using Sage 50 Accounts and have just updated to Windows 10. However, all of a sudden, Sage cannot find the network path. All the other computers in the building which are all still using Windows 7 are having no issues and finding the network path no problem. But...
- 01 Mar 2016, 10:36
- Forum: Sage 50 UK version General Help
- Topic: Problem with Emailing
- Replies: 1
- Views: 1689
Problem with Emailing
Hi I think this is more of an Outlook problem, but seems to have started happening since I began exporting invoices, statements etc. into Outlook ready to be emailed to customers. It appears that all of a sudden any of my emails that contain an attachment are going straight into my customers' junk e...
- 18 Dec 2015, 13:21
- Forum: Sage 50 UK version General Help
- Topic: Emailing and Posting Invoices
- Replies: 21
- Views: 8253
Re: Emailing and Posting Invoices
Brilliant! Thanks very much Bruce.
- 18 Dec 2015, 12:23
- Forum: Sage 50 UK version General Help
- Topic: Emailing and Posting Invoices
- Replies: 21
- Views: 8253
Re: Emailing and Posting Invoices
Eh well, no big issue. Sorry to bombard you with questions but: When sending for example an invoice to Outlook, is there a way to set the invoice number to appear in the email subject? For example, I currently have it set as Company Name - Invoice, but is it possible to have it set to appear as Comp...
- 18 Dec 2015, 10:07
- Forum: Sage 50 UK version General Help
- Topic: Emailing and Posting Invoices
- Replies: 21
- Views: 8253
Re: Emailing and Posting Invoices
Got it set up, thank you.
Just one thing - does the body of the emails have to be plain text? I can change it in Outlook to HTML of course, but can it be set up to be placed into Outlook as HTML rather than plain text?
Thank you
Just one thing - does the body of the emails have to be plain text? I can change it in Outlook to HTML of course, but can it be set up to be placed into Outlook as HTML rather than plain text?
Thank you
- 15 Dec 2015, 13:29
- Forum: Sage 50 UK version General Help
- Topic: Emailing and Posting Invoices
- Replies: 21
- Views: 8253
Re: Emailing and Posting Invoices
Sorry to hijack your thread, but I don't think there's any point starting a new one. Similarly to the poster above, we are moving away from posting invoices out each month and want to email them where possible. However, emails on Sage are not set up in any form. How does one go about setting up the ...
- 09 Oct 2015, 09:16
- Forum: Sage 50 UK version General Help
- Topic: Printing Customer Details
- Replies: 1
- Views: 1606
Printing Customer Details
Hello
I need to download all our customer accounts details, particularly their email addresses. Is there any way that this can be done?
Thanks in advance.
I need to download all our customer accounts details, particularly their email addresses. Is there any way that this can be done?
Thanks in advance.