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How to set email message defaults

Created on  | Last modified on 

Summary

How to set up defaults for your email messages in Sage Accounting.

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.

Resolution

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 documents 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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