Customizing Default Email Text in Sage 50

Do you email invoices, quotes, purchase orders, or other forms out of Sage 50? Have you ever wished you could change the standard text that Sage 50 puts in those emails? We’ll you can, and it’s really easy to do.

Open the Maintain menu and choose Email Setup. In the Email Setup window select a form from the list. Choices are:

  • Invoices
  • Quotes
  • Proposals
  • Receipts
  • Credit Memos
  • Customer Statements
  • Purchase Orders
  • Sales Orders

After selecting a form, the current email message text for that form shows in the Message for Transaction Type box. Simply type whatever you want in that box and click the OK button when done to save your changes.

While you can enter any message you want, you are limited to plain text. You won’t find even basic formatting options like bold or italics. You can’t use HTML. And you can’t insert a field, such as customer name, to make the message content dynamic.

I don’t know how much text you can enter because I got tired of counting before I ran out of room. But I’m confident it will handle even the longest signature lines and legal disclaimers.

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