Emailing Invoices from Sage 50 UK
This task will generate a PDF invoice for all invoices that have not yet been printed, and send it to the email address on the customer account as an attachment, via an SMTP server.
Settings
Sage 50 Connection
Required
The connection to Sage 50 UK to use. See the Connecting to Sage 50 UK article if you require more information on how to create/manage connections.
SMTP Connection
Required
The connection for the SMTP server to use. See the Connecting to an SMTP Server article if you require more information on how to create/manage connections.
BCC
Optional The email address to send a blind carbon copy.
Body
Required
The content for the email. If the body is in HTML, be sure to set 'HTML Body' to true.
CC
Optional The email address to send a carbon copy.
From
Required
The email address the emails will appear from (e.g. [email protected])
HTML Body
Required
Set to true if the body of the emails are HTML
Send To 'From' Address
Required Set to true to send emails to the 'From' address instead of the customer's address. Will also set the 'Emailed' or 'Printed' flags in Sage.
Strong Validation
Required
Set to true to only send the email if the customer's email address was successfully validated against the destination SMTP server, or false to still send the email if it was not possible to validate the email addresses against the server. This setting only takes effect when the 'Validate Against SMTP Server' setting is set to true.
Subject
Required
The subject for the emails
Validate Against SMTP Server
Required
Set to true to validate the customer email addresses against the destination SMTP server before trying to send the email, or false to perform only basic validation on the format of the email address.
Send Failure Notification
Required
Set to true if you would like to be sent a notification if an invoice could not be sent due to an invalid customer email address or an email send error. The notification includes the invoice as an attachment.
Send To
Optional
The email address to send the failure notification email to. You can specify a list of email addresses if you would like to send the same email to multiple recipients. A list can be provided either as a comma separated list, or by choosing the 'List' Data Type and entering each address separately.
Add Background
Required
Set to true to add a background to the invoices generated. For example, this could be used to include a letterhead or watermark in the invoices.
Background File
Optional
The file to use as the background to the invoices generated.
Include Invoices From
Optional
Only Invoices created in Sage after this date that aren't marked as Emailed will be sent. Use the format 'yyyy-MM-dd HH
ss'
Report File
Required
The Sage .report/.layout file to use to generate the statements, such as C:\ProgramData\Sage\Accounts\2019\Company.000\Layouts\INVPRCA4.layout
Retain Generated Reports
Required Set to true if you would like the generated reports to remain in the Zynk working Workflow directory (i.e. for archiving) or set to false if you would like the generated reports to be deleted by Zynk once they have been emailed.
Where Clauses
Optional Allows you to set filters which control when to send the reports.
Use Test Mode
Required
Set to true to send the invoices to the 'From' address instead of the customer's address, and to prevent the printed and emailed flags being updated in Sage. This should be used during testing to prevent customers receiving the emails, and to allow you to view them for yourself.