Accounting Ideas

Be able to view all emails that have been sent directly from Sage to a customer without using CC option.

I know that you can CC yourself into an email sent from Sage with invoices, but it would be useful if there was a place in Sage to refer to for all emails that have been sent historically as proof as when someone says they have no received a copy of an invoice there is no possible way to prove it has been sent if you haven't CC'ed yourself.

  • Guest
  • Aug 26 2021
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  • Guest commented
    10 Apr 05:19pm

    We need this How do i prove this when i take a customer to court?

  • Guest commented
    11 May, 2023 02:49pm

    When does this stop being "one for the future" It creates so many problems when chasing payment especially when you get the "when was the email sent" reply.

  • Guest commented
    25 Feb, 2023 11:48am

    yes im sick and tired of having to see if ive chased a customer or not , the only way of me doing this is downloading a statement and sending it from my business email address, at least that way i can search on gmail to see if ive sent them and email or not , even if it goes into my junk bin folder i can see it for 30 days

  • Guest commented
    20 Feb, 2023 02:30pm

    When you do a statement run from Sage and send statements by email, you can't even cc to yourself. You won't know when was the last statement sent out to the customer. This is absolutely compulsory for credit control.

  • Guest commented
    20 Nov, 2022 05:11pm

    Absolutely, at present there is no record of any email being sent either from Sage or the email provider so no proof of what was said.

  • Guest commented
    2 Nov, 2022 12:52pm

    I guess this hasn't been added yet - it would be a great help if it could be

  • Guest commented
    7 Mar, 2022 02:19pm

    100% need this.

  • Guest commented
    15 Oct, 2021 12:38pm

    This is needed- especially if you need to pursue debt recovery and you want to evidence your previous attempts to build your legal case

  • Guest commented
    7 Oct, 2021 06:54pm

    I would say that this is an essential management tool and should be provided in the very near future.

  • Guest commented
    29 Sep, 2021 01:53pm

    Yes, this would be extremely helpful

  • Guest commented
    1 Sep, 2021 07:41am

    I came here to say just this! My thoughts were, when you click on a customer - Contacts and Addresses, below the contact details should be a list of all communication sent (statements, invoices, quotes etc), including date, and the email address(es) sent to.

  • Guest commented
    26 Aug, 2021 04:09pm

    ive just added the same idea