From Pastel Xpress or Partner, it is possible to email invoices or statements to customers directly, either in PDF format [the default] or HTML.

If your computer is a 64-bit machine, make sure that the version of Office 365 that you have installed is also 64-bit. Conversely, if your computer is a 32-bit machine, your Office 365 installation must also be 32-bit.

Please note the following conditions must be met:

• For Windows 8, 8.1, 10, 11 you can use Windows Live Mail (replaced Outlook Express), Microsoft Outlook or Thunderbird.
• For Windows 7 you can use Windows Live Mail (replaced Outlook Express) or Microsoft Outlook, Thunderbird.
• For Windows Vista and Windows 7, you must be running Pastel 2009 Build 10.2.4 or newer
• For Windows XP, the facility will only work with Microsoft Outlook or Outlook Express

To do this, first, make sure to capture each customer’s email address into Sage Pastel.
Go to Edit>Customers>Accounts and then insert the email address in the appropriate field under the General tab and save.

Make sure the mail software that you use is set as the default mail software under your operating system

For Invoices

Go to View>Customers>Print Document>Tax Invoice. Then change Print to, select “Email” and continue as usual, your software may ask if you want to continue to give access, click Yes

For Statements

Go to the Processing tab for each customer and, at the bottom right-hand corner, where it says “Statements” and then “Printing”, select the option “Print and Email Statement” or “Email Statement”.
Finally, to actually email the Statements, go to View>Customers>Monthly/Periodic>Statements. Then change Output Option to “Email as per Customer File” and click on OK. On the next screen, ensure that “Email Settings” is activated and then select either HTML or PDF. Then click on OK, and your emails will be placed into the Outbox of your mail client.

Pastel complies with SARS regulations regarding electronic documents. PDF invoices are encrypted with 128-bit technology and have the words “Computer Generated Document” printed on the invoices.

How do I disable the Outlook warning message when emailing out of Pastel?

It is possible to do this by disabling some security features but you are possibly opening yourself up to greater malware risk. Rather try the other solutions first rather than changing the Outlook Security Settings

For Outlook 2000, 2002, 2003

Download Express ClickYes from here – it will run in the background and auto-clicks the “click yes” routine in a flash!
Once you have installed ClickYes, you will see it in your system tray. Right-click on the icon and make sure that only the “Start on Logon” option is ticked.

For Outlook 2007, 2010, 2013, 2016, 365

Express ClickYes won’t work but if you don’t mind paying download ClickYes Pro 2010 from here, it has a 30 trial period, costs $20 for personal & $40 for commercial use.

You can download vbMapi here, free for personal use, I’m not sure how to set this up.

To get Outlook working on 64-bit Windows

If you are using a 64-bit version of Windows, this is the solution. Not which version this will work up until.

Works for Partner 12.1.6

• Make sure Pastel is closed
• Either browse your Pastel CD/DVD x:\Util\Outlook 64-bit\ copy NewMail.dll paste it into c:\Program Files (x86)\Common Files\Softline Pastel\ – you’ll be asked if you want to replace the existing file, select yes.
• or download the file from my OneDrive or Dropbox account here [Close the pop-up asking you to register with the X in the top right corner.].
• Now you need to register the DLL file by clicking on Start then Run, and type in

regsvr32 “C:\Program Files (x86)\Common Files\Softline Pastel\NewMail.dll” 
Note if its a 32 bit version(Express 2009) use the below command instaed:
"C:\Windows\SysWOW64\regsvr32.exe" "C:\Program Files (x86)\Common Files\Softline Pastel\NewMail.dll"

You can unregister with the /u switch after the command.

You should get a message confirming success.

If this fails, please ensure that you are logged in as a Windows administrator or alternatively, enter the command from an Elevated Command Prompt.

Gmail Account via Outlook

Generate an App Password in Gmail

• Top right corner of Gmail, click your profile picture then Manage your Google Account, then either search for App Password or select Security and sign-in>2-Step Verification>App Passwords
• Type in an App name, something like Gmail via Outlook & click Create
• Google will provide a 16-character code e.g. qzbx xnsk cpsr egao click Done – copy this code and use it as the password for your Gmail account in Outlook

Manually adding your Gmail account to Outlook (Classic Outlook)

The “new” Outlook for Windows does not support manual POP/IMAP settings, so this must be done in the classic version. 

• Open Outlook and go to File>Add Account
• Enter your Gmail email address, select Advanced options, check Let me set up my account manually, and select Connect
• Choose POP as the account type & paste in teh 16-character App Password & click Connect
• In the POP Account Settings window, enter the following details:
  • Incoming mail server: pop.gmail.com
  • Port: 995
  • Check This server requires an encrypted connection (SSL/TLS)
  • Leave Require logon using Secure Password Authentication (SPA) unchecked
  • Outgoing mail server (SMTP): smtp.gmail.com
  • Port: 587
  • Encryption method: SSL/TLS
  • Leave Require logon using Secure Password Authentication (SPA) unchecked
  • Use an existing Data file or generate a new one
• Select Next and complete the setup

Disable receiving mail for the account

If you only want to send from Gmail and not pull your Gmail into Outlook then do the following

• In Outlook, go to the Send / Receive tab
• Select Send/Receive Groups>Define Send/Receive Groups
• In the dialog box, select the group named All Accounts (or press F3)
• Select Edit
• In the left section, find and select your new Gmail account
• Under the “Account Options” section, uncheck the option for Receive mail items
• Ensure Send mail items is still checked
• Click OK or Close until all dialog boxes are closed

Your Outlook will now only use the Gmail SMTP server for sending messages, and will not attempt to download incoming emails for that account.