Set up debtor letters to send via email
Set up your debtor letters in Report Designer
Open: Tools > Run Sage Report Designer.
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Select a Debtor letter layout: File Explorer > Letters.
- From the Properties pane, select Email options and click .
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Enter your email options:
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From the Email message should contain drop-down list, choose the group that matches the header section of the debtor letter.
For the Sales Ledger Debtor Letters, select the group that contains the CustomerAccountNumber.
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To send your debtor letters to the contact for each customer, click To.... and add the SL Customer Accounts > ContactEmailAddress expression.
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If required, click CC... to enter the recipients for a copy of the email.
These can be entered as text or as an expression.
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Enter a Subject for the email:
This can be entered as text or you can use an expression to include information such as your company name.
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Choose whether to send the letter as plain text or as an attachment and enter the required message text.
- Choose whether to send the debtor letters via email straight away or to your outbox for checking before sending to email recipients.
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Choose your email account provider.
Microsoft Outlook Select this if you are using Microsoft Outlook MAPI Select this if your email application uses a MAPI (Outlook / Exchange) mail server.
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To save the new letter, select File > Save As.
Note: When you change a default layout, letter or report, you must save the new layout, letter or report in the custom or company folder.
Set up your customer accounts and letter layouts
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Select the new letter layout for the required ageing period.
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Select the customer account role that you want to send your letters to.
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Set the preferred contact for this role in each customer account.