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

Change the 'reply' email address

When you email documents they’re sent from donotreply@sageone.com. Replies go to your registered account email.

To change the reply address:

  1. Select Settings.
  2. Under Document settings, select Document emails.
  3. In the Email Reply Address section, select Change.
  4. Enter the new email address and click Continue.
  5. Check your inbox for a verification code.
  6. Enter the code and select Verify.
  7. To correct a mistake, select Reset and start again.

Send documents from your own email account

You can't change the 'no reply' address, which is donotreply@sageone.com. To send from your own email account:

  1. Export the invoice as a PDF.
  2. Save the file to your device.
  3. Attach the file to an email from your personal account.

Set up a default email message

  1. Select Settings.
  2. Under Document settings, select Document emails.
  3. Scroll to the bottom of the page.
  4. Choose the document type from the left panel.
  5. Enter your message. The character count shows the limit.
  6. 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 document as PDFs

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

 

 

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