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Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
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Want web hosting?
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Emailing and Posting Invoices
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Emailing and Posting Invoices
Your expressions are the wrong ones for each type
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: Emailing and Posting Invoices
Sage was crashing when 'Email' was pressed and reports were being exported to customers with email addresses rather than without.
However, I figured out that this was because out mail provider was down as 'Outlook' and needed to be 'MAPI' for anyone else reading this who suffers the same 'SBDDesktop.exe has stopped working' issue.
I have just done out first ever successful email/post invoice run.
Thank you for your help Bruce, it's a great forum that you run here.
Tim
However, I figured out that this was because out mail provider was down as 'Outlook' and needed to be 'MAPI' for anyone else reading this who suffers the same 'SBDDesktop.exe has stopped working' issue.
I have just done out first ever successful email/post invoice run.
Thank you for your help Bruce, it's a great forum that you run here.
Tim
-
- User
- Posts: 41
- Joined: 21 Jan 2014, 09:43
- Sage Version: v2013 19 UK/Europe/Africa
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
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Emailing and Posting Invoices
There is no option to use HTML or insert variables in the boy of the message.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
- User
- Posts: 41
- Joined: 21 Jan 2014, 09:43
- Sage Version: v2013 19 UK/Europe/Africa
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 Company Name - Invoice XXXXX?
Thanks for your help
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 Company Name - Invoice XXXXX?
Thanks for your help
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Emailing and Posting Invoices
Yes, you can use and expression in the Subject Field to do this the number needs converting to text with the cstring() function so something like..
COMPANY.NAME + " "+INVOICE.INVOICE_OR_CREDIT+ " No "+ CString(INVOICE.INVOICE_NUMBER)
Would result in the Company Name (as stored in settings in Settings), a space, the text for the type of invoice (ProForma,Quote,CreditNote,Invoice) then a Space then No then a Space and then the Invoice Number converted into a string.
COMPANY.NAME + " "+INVOICE.INVOICE_OR_CREDIT+ " No "+ CString(INVOICE.INVOICE_NUMBER)
Would result in the Company Name (as stored in settings in Settings), a space, the text for the type of invoice (ProForma,Quote,CreditNote,Invoice) then a Space then No then a Space and then the Invoice Number converted into a string.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
- User
- Posts: 41
- Joined: 21 Jan 2014, 09:43
- Sage Version: v2013 19 UK/Europe/Africa
Re: Emailing and Posting Invoices
Brilliant! Thanks very much Bruce.
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