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Report showing invoices and other forms that have been emailed

It would be handy to be able to print a report showing all invoices, estimates, sales orders, payslips etc... emailed for a period. Either day or week. I have had issues with customers saying they have not received invoices.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • May 4 2018
  • In Development
  • Jun 22, 2020

    Admin response

    As we have now completed the 2020 release (live to the public June 23, 2020) we have commenced work on this report. As the data does not exist in one single database we have quite a bit of work to pull this together, however we feel it is achievable.

  • Attach files
  • Admin
    Jason Hollis commented
    22 Jun 07:30am

    Hi Chris, I am glad you mentioned that as this is part of our investigation, but also proving the hardest to solve. But yes.. we want to solve this for you and are testing several options to achieve that.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    22 Jun 02:01am

    Great job Jason
    Would it be possible to include if an email has bounced . Often we receive
    wrong email addresses or been entered with a typo .

    Kind Regards

    *Chris Kovac*

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    11 Sep, 2019 02:44am

    Or a notice if they have bounced back for any reason! We had a customer that wasn't receiving them. After a while we realised we had written the email wrong.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    4 Sep, 2019 10:41pm

    When I send an email, I would like too check all information is correct and add a message for my customer before sending.

  • Admin
    Jason Hollis commented
    4 Sep, 2019 08:04am

    Hi - that comment was from another user (Tanya) - however my understanding is this will be a report for all emails sent.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    3 Sep, 2019 06:40am

    Question to Jason Hollis re his comment that" Any emails sent should be able to look up to see the status."

    Is this on the "to be emailed" tab at the bottom of the invoice or is there the ability to have a report of all" emails sent" within Reckon?

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    30 Jul, 2019 09:47pm

    This would be great to have. It is so hard if a customer says they haven't received an invoice and you know it has been sent but no proof

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    10 Dec, 2018 07:14am

    It would be great if it would show that emails have been sent and the date and time sent, also if the email address was incorrect it would behelpful if it let you know.

  • Admin
    Jason Hollis commented
    10 Oct, 2018 06:37am

    From Tanya; 5-Oct-2018 (Ref RAB-I-218)

    All emails that have been sent need to be checked that they have gone & not returned for any reason. It would be very helpful in making sure customers/employees have received their invoices/payslips.

    Any emails sent should be able to look up to see the status.