Email messages - defaults

If you send documents from Accounting by email, you can set up default email messages for invoices, credit notes, quotes, estimates, statements, a remittance advice and tables of data. This saves time as the default text appears automatically when you send the document by email.

Create a default email message

  • 1. Go to Settings, then click Email Messages.
  • 2. Click the relevant document type then enter the message you want to appear as default in the Default Email Message field.
  • 3. Click Save.

If you want to, you can further customise the message at the point you send an individual document.

Change the email reply address

When you email documents directly from your Sage service, the email address for customers to reply to, is the one you used to sign up. If you need to, you can change this.

  • 1. Go to Settings, then click Email Messages.
  • 2. Click Change.
  • 3. Enter the email address you want replies to go to, then click Continue.

A verification email is sent to this email address.

  • 4. Enter the verification code from the email, then click Verify.
  • 5. Click Save.