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About email settings

About the Email Distribution window

Changing the email server setup when emailing directly

Changing the email server setup when scheduling delivery

Emailing statements to clients

You use the 3-4 Statements report-printing window to email statements to clients and for jobs that have a statement email address stored in the client or job record.

Before you email statements

Specify default statement email addresses for clients and jobs.

  • To specify statement email addresses for clients, you use the Statement Email field on the Other Addresses tab in the 3-6 Receivable Clients window.
  • To specify statement email addresses for jobs, you use the Statement Email field on the Contacts and Personnel tab in the 3-5 Jobs window.
  • Specify the email address from which you are sending the statements In the 3-4 Statements window, click Options > Statement Email Settings, and then type the email address and server information for sending the statements.

To email a statement to a client:

  1. In the 3-4 Statements report printing window, on the Report Criteria tab:

    1. Select the type of statement and the report form to use for the statements.

    2. In the Job Type and Job# boxes, specify ranges of job types and job numbers for which to print statements.

    3. Select the checkboxes for any statement options you want to use.

    4. On the toolbar, click the Email or the Outlook button, depending on the email client you use

    If at least one of the statements in the range of statements you are printing is associated with a statement email address—through the client or the job—Sage 100 Contractor displays the Statement Variables window.

  2. Fill in the following information in the Statement Variables window:

    1. In the Statement Date box, type the date of the statement (for example, the end date of the statement period).
    2. In the Name on Statement box, type your name.

    3. If you want to use these settings as the default in future, select the Save email settings as default checkbox.

    4. Change the Subject, Message, and Attachment Name entries, as needed.

      Important! The first time this window appears, the default Subject and Attachment Name are <Company Name> Billing Statement, and the default Message is See attached billing statement. These entries cannot be blank!

    5. Click [OK].

  3. At the message listing the recipients who will receive emailed statements, click [Yes].

  4. If a message appears asking you to select an email profile, select your email profile, and then click [OK].