Send Sage 300 Invoices to Customer from Sage CRM

By | March 19, 2016

In one of our earlier blog we have discussed how, “To Print Sage 300 invoices within Sage CRM”.

New stuff: Identifying Screen Mode in Client Side API

Now in this blog we are going to discuss an out of box feature that we have added to send Sage 300 Invoice in PDF/Word format to customer.

Recently we came across a requirement from one of our Client where they wanted to send Sage 300 Invoice details to Customer being on the Invoice information screen itself and that too in a specified format. Basis on the Client’s request we have added Email Invoice button on Invoice Information screen as shown below.
Invoice SummaryUpon hitting Email Invoice button, Invoice document will be sent to Customer as an attachment in Email. Refer below screenshot of the email that was received by Customer with an attachment.
Email Invoice FomatThe Invoice document which customer receives was stored in particular format. So, for this we kept a folder containing format of the invoice on the server. This format will be merged at run time when Email Invoice button as shown above is clicked.

The email content added in the above screenshot is just a basic content; we can modify the content and subject line as per the requirement.

As for sending the email to Customer, we have used Sage CRM standard way of sending email to Customer.
Below are the detailed steps we followed to send Invoice Email to Customer.

  1. Configured Invoice Email content and subject line in Email templates of Sage CRM.
  2. Fetched Customer Email address from Customer Email record.
  3. From address is defined under Email Aliases.
  4. Used standard SMTP settings to send email to Customer.
    For more information, drop us an email at

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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at We will be glad to assist you.