How to email Accounts Receivable Customers from Sage 300

To e-mail invoices to specific customers, perform the following steps:

1. In Accounts Receivable, select A/R Customers, Customers.
2. Select the Customer Number and click the Processing tab.
3. In the Delivery Method drop down list, select E-mail (customer).
4. Click the Address tab. In the E-mail field, confirm or enter the Customer’s e-mail address, then click Save.
5. Click Close to close the A/R Customers window.
6. In Accounts Receivable, select A/R Transaction Reports, Invoices.
7. In the Select By box, choose Customer/Document No.
8. In the Delivery Method drop down list, select Customer.
9. In the E-mail Message ID field, select the appropriate e-mail message template for this invoice.
10. In the Customer No. line, enter or select the Customer number in the From and To fields.
11. In the Document No. line, select or enter the Document number in the From and To fields.
12. Click the Print button.
13. A Microsoft Office Outlook window will appear with the following message: “A program is trying to access an e-mail address you have stored in Outlook. Do you want to allow this?” If this is unexpected, it may be a virus, and you should choose “No“. Otherwise click Yes.
14. A Microsoft Office Outlook window will appear with the following message: “A program is trying to automatically send an e-mail on your behalf. Do you want to allow this?” If this is unexpected, it may be a virus, and you should choose “No“. Otherwise click Yes.
15. Once the process is complete, you’ll be returned to the A/R Invoices windows. The Invoice is e-mailed to the customer at this point. If you need to e-mail another Customer, repeat steps 7-13. If no further invoices need to be e-mailed, click Close.