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Statements in pdf as for emailing

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jimbell
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Posts: 32
Joined: 26 May 2012, 08:21
Sage Version: v2012 18 UK/Europe/Africa

Statements in pdf as for emailing

Post by jimbell » 11 Nov 2012, 20:46

We email invoices to customers each week.
When we view the invoice, the email icon creates the invoice as pdf by default & attaches to the email

We want to do the same for statements
But when we try to email statements they create a default copy as html
When the customer receives it they see our company logo as a separate attachment
Also most customers insist on it beng attached as pdf

How can we change the default file to pdf instead of html

SAGE version is 18.1.0.20
We are running on W7 Pro 64 bit

Any help appreciated :)

Thanks
Jim

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brucedenney
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Posts: 4648
Joined: 28 Feb 2006, 09:56
Sage Version: v30 UK/Europe/Africa

Re: Statements in pdf as for emailing

Post by brucedenney » 14 Nov 2012, 18:46

In the Report change the email settings
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.

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