When I create an invoice (Service), I then go straight to Print. After printing, I select Email and email it to the customer. However, the invoice does not show as being emailed in the Invoices and credits module. The only way to get that column to say Yes to Emailed is to click on Email directly from the main toolbar - i.e. without being in the Print Layouts section. If I want it to show as being emailed, as well as printed, I have to print it, then come back out to the main Invoices & credits page and then click on the Email button making the process longer.
Guest
A similar, but reverse problem is in To stop 'Yes' appearing in the printed column when an invoice/purchase order etc. has been emailed (not printed).
Both these relate to the marking of invoices as Printed or Printed & Emailed, particularly when this latter is used exclusively for emailing and no hard copy (print) is made.
The problem seems to arise from how Sage processes emails - it is a "destination printer" of the print process and so is marked in addition to printing of selected.
However, it appears when an invoice has already been printed, Sage doesn't bother it update the emailed flag should it need updating.
Instead of just fixing that, it would be better if the Printed and Emailed flags were set independently based on "print device" - if it is email then set the Email flag (if not already set) otherwise if it is a print device (Print or Export) then set the Print flag (unless already set).
Preview, Report to Excel and Data to Excel should set neither Printed nor Emailed flag; unless if a report of Previewed and subsequently Printed, Exported or Emailed then the relevant flag should be set.