Until last month when Sage released the 2017.1 update to Sage 50, sending invoices or other forms and reports by email required you to have a MAPI compliant email program such as Outlook or Thunderbird installed on your computer. If you wanted to send email using a web based email client, such as Gmail or Yahoo, you were out of luck. But that has finally changed. And the good news is that it’s really easy to set up.
To configure Sage 50 to work with webmail:
- Go to the Maintain menu and choose Email Setup.
- Change from the default mail setting of Use a default desktop email program to Use a webmail account.
- Click the Add Account Information link.
- Choose between Outlook.com, Gmail, Yahoo, or Other.
- If you selected Outlook.com, Gmail, or Yahoo, enter the email address for the account you want to use and click OK. If you selected Other, enter your email address as well as the SMTP server name and SMTP port number for your email service. You’ll also need to select whether or not a secure (TLS/SSL) connection is required. If you don’t know what these settings should be, you’ll need to contact your email provider.
For Gmail and Yahoo, you’ll most likely have to set the options in your mail account to “allow less secure apps.” Directions for how to do that can be found at https://support.google.com/accounts/answer/6010255 for Gmail and https://help.yahoo.com/kb/SLN27791.html for Yahoo.
Did you notice that it didn’t ask you for your password? The first time you send an email from Sage 50 you’ll be prompted for your email password. Sage 50 will remember that password until you exit. Each time you launch Sage 50 you’ll be prompted for your email password with the first email you send.