Saturday 1 October 2016

Sage 50 Accounts: Email Invoice / Purchase Order / Statement and save in Outlook Inbox not Drafts

When sending an email copy of an invoice or statement or purchase order from Sage 50 Accounts v22 (2016), the customer wanted the email to be held in Outlook before dispatch. That allowed an extra check and for them to be certain it was transmitted.

In Sage, under Settings > Email Defaults, you can specify for each type of attachment (Invoice or Sales order or Statement or Purchase Order or Remittance) whether the Sending Option should Save to Mailbox or Send Immediately.

They also wanted the email to be held in the Inbox of the Outlook 2010 client, not in the Drafts folder. This is an Outlook setting, not a Sage one. Look under Outlook > File > Options > Mail > Save messages > Save to this folder: Inbox

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