How to Add or Modify an Email Message in Accounts Receivable for Sage 300

Before You Start

• Decide on the message ID code to identify the e-mail message.

To create a message that you can use with e-mailed statements, letters, or invoices:

1. Open Accounts Receivable > A/R Setup > E-mail Messages.
2. Select the Message Type (statement, invoice, or letter).
3. In the Message ID field, enter a code to identify the message.
4. In the Description field, enter a description for the message.
5. In the E-mail Subject field, enter the subject line you want to use for the e-mail message.
6. Enter the body of the e-mail message.
7. Click Add.

To edit an e-mail message:

1. Open Accounts Receivable > A/R Setup > E-mail Messages.
2. Enter the code for the e-mail message you want to change.
3. Make your changes.
4. Click Save.

To delete an e-mail message: 

1. Open Accounts Receivable > A/R Setup > E-mail Messages.
2. Enter the code for the e-mail message you want to delete.
3. Click Delete.

After adding or modifying an e-mail message

• Print the E-mail Message report. For more information, see “Printing the A/R E-mail Messages Report” (page 330).