How to Setup Email in Sage 50?

How to Setup Email in Sage 50

How to Setup Email in Sage 50 – Sage 50 is accounting software that has helped many businesses worldwide. It has made the daily accounting and bookkeeping tasks easy for them. One of the features of Sage 50 is the Sage 50 Email setup. With the introduction of this trait, the users can now do their tasks with much convenience and ease. In addition, one can easily send and receive reports and can direct emails to their clients, and do many other tasks. 

Setup Sage 50 Email

Sage software has been the choice of its users for ages. It offers a lot of features related to bookkeeping, choice of customers, financial transactions, and many other tools for one’s ease. The Sage 50 email feature is a better option for every user, whether old or new. Similarly, no matter whether your business is small, medium, or large-sized, you will benefit from every condition under it. Now, connect with users easily. Likewise, sign up for mail accounts on the web and connect to various platforms.

Though it is easy to setup email in sage 50, many users couldn’t go through it. Therefore, this article will be talking about how to setup email in sage 50.

One always requires you to select a webmail option in which you have to fill in your login information. This information can be either a Gmail account or a yahoo mail account. After that, if you are a user of MS Outlook or Office 365, you are required to choose a specific option Sage 50 Support. In addition, note that, in order to use a sage 50 email setup, one requires a webmail account with an ISP, i.e., Internet Service Provider. 

You May Also Read: Restore Sage 50 Backup Files

Prior to Setting up 

There are some particular things to keep in mind before going down for the procedure to setup email in Sage 50. These are mentioned below : 

  • First of all, you should have a valid username and password for the server of your email.
  • Secondly, keep in mind the whereabouts of the incoming mail server.
  • In addition, also note to keep the address of the outgoing mail server.
  • Moreover, the port number should be kept in mind too. (Usually, it is 587 and 465 by default)

You can contact your Internet Service Provider (ISP) in case you do not have any knowledge, or are not sure of the above mentioned. 

Procedure to setup email in Sage 50

In order to setup an email in sage 50, we have provided the steps below. Note that you should skip or miss any of the steps. If that is done, you will make errors while going through the procedure. We have mentioned two methods for the same. 

Follow all the steps given below cautiously : 

Method 1: With the use of the default email application 

  • First of all, you need to go to the option Navigate at the top.
  • After that, click on the email setup.
  • Here, you have to select an email application.
  • Then, one can make use of a MAPI-compliant email application and email from the reports option.

Method 2: With the use of webmail

  • Firstly, go to the Maintain option at the top of the screen.
  • Next, go and click on the email setup.
  • After that, you have to alter the settings of the mail. Change it from default to using a webmail account.
  • Then, select the link with the name Add account information.
  • Similarly, you have to select the webmail service type.
  • Continue by entering the preferred email address. It can be Gmail, yahoo, outlook, or any other.
  • After selecting any of the Gmail, Yahoo, or outlook, one has to fill in the address of the email account you would like to prefer. Similarly, select ok.
  • Yet, instead of the above options, if you select any other option, then you will be asked the name of the SMTP port, which you will have to enter. In addition, you also have to mention the SMTP server related to your email service.
  • Similarly, they will also ask whether you wish to keep a safe( TLS/SSL ) connection or not. Yet, if you aren’t well equipped with this information, ask your email service provider to confirm.

Note: Do keep in mind that, if you are setting up a Yahoo or Gmail account, then, go to the settings of the account of these applications. Then, configure your account by allowing less secure applications. If not done, you can cause blockages as emails sent through Sage will be blocked.

If you desire to make any changes, you can use the edit hyperlinks later for the same.

You May Also Read: Reconcile Your Bank Accounts in Sage 50

Final words!

We hope that we have provided all the information on how to setup an email in Sage 50. Now, you can set up sage 50 Gmail and others yourself conveniently. In case you encounter any difficulties while going on with the procedure, you can contact the support team. The experts will be happy to solve your queries.

Frequently Asked Questions (FAQs)

Ques 1 – Where do you set up default email in Sage 50?

Ans – 

  • First of all, you need to go to the option Navigate at the top.
  • After that, click on the email setup.
  • Here, you have to select an email application.
  • Then, one can make use of a MAPI-compliant email application and email from the reports option.

Ques 2 – How to set up email in sage line 50?

Ans – 

  • First, Click on Company. Then, continue by clicking on open settings. Here, select set up.
  • Then, navigate to the email option. You can use either the default email program or webmail account.
  • Similarly, click on add account information.
  • You will get some options on the screen. Choose the type of service provider you are using. 
  • Next, enter the address of the email address you are using.
  • Hence, click ok.

Ques 3 – How to do Sage 50 email setup?

Ans –

  •  First, Click on Company. Then, continue by clicking on open settings. Here, select set up.
  • Then, navigate to the email option. You can use either the default email program or webmail account.
  • Similarly, click on add account information.
  • You will get some options on the screen. Choose the type of service provider you are using. 
  • Next, enter the address of the email address you are using.
  • Hence, click ok.

Ques 4 – How do I email invoices from Sage 50?

Ans – 

  • Firstly, navigate to the task menu. 
  • After that, click on Sales/Invoicing.
  • Continue by entering or selecting the customer ID
  • After the customer selects, Sage 50 provides you with the default information of the customer.
  • Next, create the invoice that you want to send.
  • Yet, if you have already created an invoice, then, open the sales invoice. Next, click on customers and sales. After that hit on Lists.
  • Next, you will see the list of invoices you have made. Select the invoice you want to send.
  • Tap on email. Then, click on Send in the dialog box of Email forms.

Note that this method is for emailing a single invoice.

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