Archived: Set Up Email Defaults

This article describes how to set up default email settings and messages included in the body of emails in Sage Accounting.

The Document Emails page opens when you click Settings, select Business settings, and then Document Emails in the Invoice & Business Preferences section. You can use this page to set email defaults and to edit the default messages used on emails sent with PDF documents.

Your business name and telephone number are automatically included as the signature of the email body. Additionally, your business name is included in the Subject line of the email. If you need to update your business information, go to the My Account page.

Changing the reply email address

By default, email replies from your customers are sent to the email address you used when you subscribed to Accounting. However, you may want to use a different email address for customer replies. For example, you may want replies to go to a billing clerk or an office manager. Follow the steps below if you want to change the reply email address.

1. On the Document Emails page, click Change in the Email Reply Address section.
2. Enter the email address you want to use for customer email replies in the Email Reply Address field.
3. Click Continue to send a verification code to the email address you entered.
4. Enter (or copy and paste) the code from the email in the Verification code field.
5. Click Verify.

Receiving email copies

When you email PDF documents such as invoices or credit notes to customers, you receive a copy of the email if Copy to me remains selected on the Email window. While you can deselect Copy to me as needed, you can also change the default setting to be deselected. The deselected setting means that you will not receive a blind carbon copy (BCC) of all e-mails sent with sales and purchase documents. Follow the steps below if you want to change the default setting.

1. On the Document Emails page, deselect the checkbox under Copy Emails to Me.
2. Click Save.
3. The Copy to me setting on the Email window will be deselected by default when you email documents such as invoices or credit notes.

Editing default email messages

If you regularly edit the default email messages you send with documents such as statements or credit notes, you may want to edit the default message in settings to save time. Follow the steps below to edit default email messages.

1. On the Document Emails page, edit the default message for invoices as needed.
2. Optionally, click another document type on the left and edit the message as needed.
3. Repeat steps 4 and 5 to edit the message for other types of documents.
4. Click Save.