This task will generate a statement for customers that have a non zero balance on their account, and send it to their email address via an SMTP server.
Sage 50 Connection
The connection to Sage 50 UK to use. See the Connecting to Sage 50 UK article if you require more information on how to create/manage connections.
The connection for the SMTP server to use. See the Connecting to an SMTP Server article if you require more information on how to create/manage connections.
The content for the email. If the body is in HTML, be sure to set ‘HTML Body’ to true.
The email address the emails will appear from (e.g. firstname.lastname@example.org)
Set to true if the body of the emails are HTML
Ignore Restrict Mail Flag
Set to true to send statements to customers who have the ‘Restrict Mail’ option enabled, or false to exclude such customers.
Include Negative Balances
Set to true to send statements to customers with a negative balance on their account, or false to exclude such customers.
Set to true to only send the email if the customer’s email address was successfully validated against the destination SMTP server, or false to still send the email if it was not possible to validate the email addresses against the server. This setting only takes effect when the ‘Validate Against SMTP Server’ setting is set to true.
The subject for the emails
Validate Against SMTP Server
Set to true to validate the customer email addresses against the destination SMTP server before trying to send the email, or false to perform only basic validation on the format of the email address.
Send Failure Notification
Set to true if you would like to be sent a notification if a statement could not be sent due to an invalid customer email address or an email send error. The notification includes the statement as an attachment.
The email address to send the failure notification email to. You can specify a list of email addresses if you would like to send the same email to multiple recipients. A list can be provided either as a comma separated list, or by chosing the ‘List’ data type and entering each address separately.
How frequently to send the statements.
- Manual - To send statements every time the task runs
Next Send Date
When the frequency is not set to ‘Manual’, this is the date statements will next be sent. This will be updated automatically when the statements are sent. |
Set to true to add a background to the statements generated. For example, this could be used to include a letterhead or watermark in the invoices.
The file to use as the background to the statements generated.
The Sage .report/.layout file to use to generate the statements e.g.
Use Test Mode
Set to true to send the invoices to the ‘From’ address instead of the customer’s address, and to prevent the printed and emailed flags being updated in Sage. This should be used during testing to prevent customers receiving the emails, and to allow you to view them for yourself.
See Common Task Settings
You can find an example of how to use this task in the Sending Invoices and Statements from Sage 50
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