This guide will support you through the setup of Sage 200cloud (formerly Sage 200) sending statements via email.
Firstly Sage will need to know where to email to; this information is held on the customer at contact level.
Setting up the customer record
SALES LEDGER > Sales Accounts > Amend Account
TIP: If you have the list view selected, you can edit multiple accounts, click on the first account you would like to edit on the list view and then use Microsoft standard functionality to select accounts required. Then just click on the “Amend account” option at the top of the list view.
Use the scroll buttons (as seen below) to change the record.
You will need to add the email address to the contact with the “SendStatementto” ticked.
Whilst you’re amending the records click on the “DOCUMENTS” tab and change Statement production as below:
SAVE the record.
NOTE: If you do not have the email address for a customer, leave “Statement Production: Paper Standard”
That’s it for the customer record.
Selecting the correct document type
Whilst in Sage 200cloud, from the top left corner select FILE > Choose Layouts. You will see the pop up below. Scroll down the list until you see Statement Primary Email. Then check you have a specific (E-mail) template selected and click OK.
Producing the Statement
When next printing your statements, ensure you select the option as below:
Then continue with your statement run as normal.
Sage 200cloud will produce two outputs. One of the statements to be emailed where an email address was present on the account and for customers without an email address statements will be printed normally.
Unless otherwise edited, the statements produced will use the standard template and be sent to your inbox ready for you to check and send. The formatting of the template can be amended and the options can be changed to send directly. We can, in most instances, complete these changes through consultancy. If you require further control on the distribution on such documents Spindle Professional may be better suited.
If you would like to know more about Sage 200cloud (formerly Sage 200) or any of the Sage products we offer, please fill out the form below and a member of our team will be in contact:
Alternatively, contact us here.