Setting up Email Statements in Sage 200/MMS

  1. In the Sales Ledger, select Amend Account Details.
  2. On the Contacts tab, ensure the ‘Send Statement to’ contact has a valid email address.
  3. If you wish to send statements to a contact other than your default contact, click ‘Add…’  to enter new contact details.  In the ‘Roles’ box, click ‘Add’ , then selecting ‘SentStatementTo’ from drop down list and check box under ‘Preferred Contact’. It will ask if you wish to proceed – select ‘Yes’.
  4. On the Documents tab, under the ‘Stationery’ section, select either ‘Email Standard’ or ‘Email Alternative’(depending on your preferences) from the drop down list next to ‘Statement Production’.
  5. Save your amendments.
  6. Ensure you are happy with the stationery design for email statements before running your statements.
  7. When running the statements, select ‘run the statements to printer and email’.
  8. Statements will either go to your mailbox waiting to be sent (default option) or can be set in the stationery layout to automatically send.