This program helps you:
- Automate your O/E invoice distribution with Sage 300
- Generate and email PDF reports to your customers with one click
- Track and re-send emails with ease using our comprehensive history feature
Screen 1: Send Emails
Smart Filtering:
- Choose customers and invoices to process
- Set date ranges to match your needs
Processing Options:
O/E Invoices
- Send Fully Paid Invoices
- Send Outstanding Invoices
- Reprint Previously Printed Invoices
How it Works:
1. Retrieves your selected invoices from Sage 300
2. Creates PDF reports
3. Prepares emails using your Sage templates
4. Sends to your Sage customers’ preferred recipients
5. Keeps track of all sent emails for your records
Screen 2: Email History
Everything at Your Fingertips:
- Access full history of emails and documents sent
- View all sent email statuses, content, attachments and recipients
- Sort by date, status, report type, customer, etc.
- Access sent PDFs with one click
- Re-send any email
- Choose new recipients when re-sending
Powerful Search & Tracking:
- Find any email by date, report type, customer, recipients, subject line, body, etc.
The program automates your O/E invoice distribution in Sage 300. It lets you generate PDF invoices, email them directly to customers, and keep a detailed history of all communications—making invoice management faster and more efficient.
Yes. The program includes smart filtering options so you can select specific customers, set date ranges, and choose between fully paid, outstanding, or previously printed invoices before sending.
Email History gives you full visibility and control over all emails sent. You can view statuses, recipients, attachments, and content, quickly find any record using advanced search filters, and easily re-send emails or choose new recipients.
With one click, you can process multiple invoices, reduce manual work, avoid errors, and ensure consistency using your Sage templates. The built-in history and tracking features also make it easy to audit communications and re-send invoices when needed.
