Sage 50 UKI Ideas Portal

Automate sending customer statements

Hi.

We use Sage 50Cloud Accounts and I would like to know please is there a way to automate sending customer statements by email?

That is, to set up a process that will automatically run and email them on the 1st of every month without having to manually select and press the email button etc.

Thanks

Also requested by Hannah Williams

When sending Customer statements out via email it would be an idea if they could be set up to be sent automatically in SAGE.

This could be set up in the customer records so they could be set to once a month or twice monthly etc.

A lot of our suppliers send us statements by automatic delivery so it's crazy that as big a growing company like us we aren't able to have that facility through SAGE.

  • Guest
  • Jun 21 2022