| How to email sales invoices, sales quotes or sales receipts |
Resolution | The email program
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If you plan to email from a desktop application, it must be a MAPI-compliant email program. For example Outlook 365, 2016, 2019)
- Set as your default email program in Windows
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To email from Sage Accounting
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Open
Customer Record or Vendor Record.
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On the Address tab,
enter the customer or vendor
email address.
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Process the transaction.
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Select the
Email icon on the top right or go to
File, Invoices, then
Email
.
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Verify the information, then select
Send.
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Click
Allow when prompted.
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