How to set email message defaults

Solution Properties

Solution ID:

240304191732987

Last Modified Date:

Thu Apr 30 21:54:31 UTC 2026

Taxonomy Path:

Category//Setup and configuration

Author:

sageadmin

How to set email message defaults

Description

Set up default email messages for documents sent from Sage Accounting, like invoices and credit notes. This saves time by avoiding repetitive entries. You can also change the reply address or attach documents as PDFs by default.

Cause

Resolution

Set up a default email message

Select Settings.
Under Document settings, select Document emails.
Scroll to the bottom of the page.
Choose the document type from the left panel.
Enter your message. The character count shows the limit.
Click Save.

You can also update the message when sending individual documents.

Send copies to yourself

To receive a copy of each email, select Yes - Always send a copy to.... This sets the option by default.

Attach documents as PDFs

To attach documents as PDFs, select Yes - Always attach the document as a PDF. This sets the option by default.

Steps to duplicate