Step 4 – You will need to setup E-mail preferences for Company Maintenance, Modules>Library Master>Company Maintenance, select your Sage 100 Company and then tab 4, E-mail. Step 3 – You will need to first setup the Paperless Office: Modules>Paperless Office>Setup>Paperless Office Options and make sure the Forms and Customer Viewer buttons are checked.
Step 2 – The example shown is for Accounts Receivable, but this method can be used for any of the Sage 100 forms. This list can be imported into Sage 100 with Visual Integrator, or they can be manually entered as well if you would like. A simple list can be obtained including the customer number. Ask your customers to verify what email the invoices should be addressed to and you are ready to get started. Step 1 – In order to “go paperless” it’s necessary to first ask your customers if they would like to start receiving electronic invoices PDF’s? It’s just a matter of sending an email to get a simple agreement. 9 Steps to Set Up Sage 100 Electronic Delivery of Accounts Receivable Invoices Please see our blog for more helpful Sage 100 tips. If you don’t have access to one, we are here to help. You will be able to eliminate paper printing time, the cost of paper and postage and make things very simple for you customers.Īs always, if you are unclear about any of these instructions or have concerns on how this will impact your Sage 100 system, it is recommended that you contact your Sage 100 consultant. Sage 100 Answer: As a seasoned Sage 100 Certified Consultant this question is one that will delivery much efficiency to your organization. Sage 100 Question: Mike, how can I setup Electronic Delivery Invoicing in Sage 100 for Accounts Receivable.
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