How to Setup Email Delivery in Sage 50

Sage 50 Email Setup

With its amazing set of features and tools, Sage 50 has provided a much-needed helping hand to businesses and professionals alike. With Sage 50 by their side, businesses have been able to perform their accounting activities with the desired efficiency. Sage 50 Email is one such feature. With the help of this, organizations can link their business email Ids with Sage and accomplish important tasks through their outlook/webmail ids. They can send invoices to clients, send and receive reports and perform other similar tasks with ease.

In this blog, we will tell you how you can set up email delivery in Sage and will also provide other related information.

Keep these Points in Mind

First things first! You need to keep the below-mentioned information for ready reference, before setting up the Sage 50 Email. –

  • A valid password and username on the email server
  • Port number (by default, it is 587 and 465). 
  • Address of the Incoming mail server 
  • Address of the Outgoing mail server

If you are not sure about these details, you may contact your Internet Service provider (ISP).

Procedure to Set Up Email Delivery in Sage 50 through MS Outlook

Here, we will discuss two fairly simple methods –

Method 1: Through the Default Email Application

  • Go to the Maintain section at the top
  • Click on email set up
  • Go to default email application
  • Now go to reports and use the MAPI compliant email application and email

Method 2: With the Help of Webmail

  • Go to the Maintain section at the top
  • Click on email set up
  • From default, alter the mail setting to use a webmail account 
  • Click on the Add Account Information link
  • Specify the webmail service type 
  • Enter your preferred email address 
  • If you select any one from Gmail, Outlook or Yahoo, type in the address for the mail account you want to use. Click OK to proceed
  • In case you have selected Others, you will need to enter the SMTP port and SMTP server of your email service. You must also specify if you need a secure (TLS/SSL) connection. 
  • After you have defined the email account, use the edit hyperlinks to make the modifications you want

Read More-: Shipping Software Integrates with Sage 50

What is the Process to Set up Documents for Email in Sage 50 Cloud Accounts?

If you are using Sage 50cloud Accounts, you can send layouts and reports via email via webmail or MS Outlook. You can use the Email Defaults option and apply your preferred email settings to as many documents as you want.

Here is the step-by-step procedure you should follow-

Step 1: Set up the Email Provider

A) Microsoft Outlook

Before you proceed to set up email delivery in MS Outlook, please make sure that you are using an Outlook version compatible with that of your Sage 50 version. You should also take a ‘layout only’ backup.

Next, perform the sequential steps below-

  • Open the Sage 50cloud Accounts application
  • Click Settings
  • Go to the Email Defaults section
  • Click on the Email Program drop-down box
  • Click on Microsoft Office Outlook.

B) Webmail

  • To start with, take a ‘layout only’ backup
  • Go to the Menu bar 
  • Click on Settings
  • Go to the Email Defaults section
  • Click on the Email Program drop-down box 
  • Click on Webmail
  • Now click on the Email Provider drop-down box 
  • Select your chosen email service provider. 
  • If the same is not listed, click on the Other tab
  • Go to Sender Details 
  • Specify your display name and email address in the space provided
  • In case you have chosen ‘Other’, mention the server details of the email provider. 
  • Go to the Login Details section
  •  If you want to be logged in to your webmail while emailing documents, click on ’Use logged-on user details’. 
  • Alternatively, you can just click Use Username and password and type in your user name and password.

The Footnote:

We hope from the discussion above, you have got a fair idea of how to set up email delivery in Sage. We have also discussed other important matters related to Sage Email. In case you are l finding it difficult to set up email delivery in Sage so on your own or if you have any queries, we recommend that you should consult with an experienced Sage professional.

Accounting Professionals & Specialized Experts

Want quick help from accounting software experts? Get in touch with our team members who can install, configure and configure your software for you. Proficient in fixing technical issues, they can help you quickly get back to work whenever you encounter an error in Sage software. Our team is available 24/7 365 days to assist you. To get in touch.


💠Frequently Asked Questions 💠

What are the  SMTP Server Address and Port Number of Outlook 365, Gmail and Yahoo Mail?

🔹 ISP (Internet Service Provider) – MICROSOFT OUTLOOK 365,GMAIL,YAHOO
🔹
SMTP Server– outlook.office365.com or smtp.office365.com,smtp.gmail.com,smtp.mail.yahoo.com
🔹 SMTP Port-587 ,465 or 587,465 or 587

How to Email a Single Invoice from Sage 50?

To email a single invoice, you can follow the below-mentioned steps-
🔹 Open Sage 50
🔹 Go to the Tasks menu
🔹 Click on Sales/Invoicing.
🔹 Enter or select your customer ID. On selecting the customer ID, your default information will be displayed by Sage
🔹 Create the invoice
🔹 Click on Email
🔹 Go to the Email Forms dialog box 
🔹 Click on Send

How to Get Email Server Settings for Microsoft Outlook?

Please follow the below-mentioned steps-
🔹 Navigate to Control Panel
🔹 Click on Mail
🔹 Click Email accounts
🔹 Select your email account
🔹 Click on Change
🔹 You will get the SMTP Address of the Outgoing mail server 
🔹 Now click on More Settings
🔹 Go to the Advanced option
🔹 Next to the OUTGOING MAIL SERVER SMTP, you will get the port number you need

What are the Important points to Note before Setting up the Email in Sage 50?

Noting down the following points would help you set up the Sage 50 Email. –
🔹 Address of the Outgoing mail server 
🔹 A valid password and username to log on to the email server
🔹 Address of the Incoming mail server 
🔹 Port number (by default, it is 465 and 587 )
🔹 In case you are not sure about any of the above details, you should contact your Internet Service provider (ISP).

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