Set up SOP invoices to send via email

Set up your invoice layout in Report Designer

Open: Tools > Run Sage Report Designer.

  1. Select the SOP Invoice layout that you want to use: File Explorer > Layouts.

    Custom layouts that you've already saved can be found in custom > layouts or company > layouts folder.

  2. Select Report > Email settings from the toolbar, to set the report email settings.

  3. Choose the header section of the layout.

    From the Email message should contain drop-down list, choose the group with the highest number (e.g. if there are 7 groups, select group 7). This makes each invoice is included on a separate email.

    In this example, for the SOP Invoice (Single) layout, select Group 7 - SOPInvoiceCredits.SOPInvoiceCreditID.

    Note: If you want to include your company logo, make sure that your logo is included the header section that you choose here.

  4. Add the customer account email address. Invoices are sent to the address stored on the customer account.

    Click To, then copy and paste this text in to the expression editor:

  5. Click Subject and enter the subject for the email.

    This can be plain text, or you can use an expression to include details from Sage 200.

    The following expression includes your company name and the invoice number. You can copy and paste this text into the expression editor:

  6. Choose to send the invoices as an attachment.

    1. Enter the required message text.
    2. Set the Attachment Format to PDF.
    3. Click Filename and enter a filename for the attachment.

      This can be plain text, or you can use an expression to include details from Sage 200.

      The following expression includes your company name and the invoice number. You can copy and paste this text into the expression editor:

      Copy
      REPORT.DESCRIPTION
  7. Select Save email to mailbox.

    The emails are sent to your email drafts folder, so you can check them before sending to your customers.

  8. Choose your email account provider.

    • MAPI: Select this if your email application uses a MAPI (Outlook / Exchange) mail server.

    • Microsoft Outlook: Select this if you are using Microsoft Outlook.

  9. To save the new invoice layout, select File > Save As.

    Note: When you change a default layout, letter or report, you must save the new layout, letter or report in the custom or company folder.

Set up your customer accounts and document layouts

  1. Choose the role that your want to send your invoices to. You can use an existing role or set up a new customer role.

  2. Associate this role with Sales Invoice document type.

  3. Set up a Preferred Contact for the role with a valid email address for each customer account that you want to send the invoices to.

  4. Add the new invoice layout to the SOP module.

  5. If required, associate this invoice layout with the relevant customer accounts.

    This means that this invoice layout is automatically used when printing invoices for this customer. If required, you can specify the invoice layout that you want to use when you print your invoices.