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Status Already exists
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jun 7, 2018

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Emailed Invoices and adding attachments

Being able to have a log of what invoice emails have been sent, as well as a bounced report as a minimum. Then within the "email invoice" tab have an option to add external documents, word,PDF and Excel as the main examples a business may use. In this modern day a program like Reckon should be able to do this. 

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  • Admin
    Jason Hollis
    Reply
    |     Feb 10, 2019

    Thanks for creating the idea in the Reckon One ideas channel. For reference, this idea is found at https://ideas.reckon.com/ideas/RKN1-I-321 

  • Guest
    Reply
    |     Feb 5, 2019

    Thanks ifti, can you also do it from Reckon one? - i dont see how.

  • Guest
    Reply
    |     Feb 5, 2019

    Hi all,

    You can attach documents to an Invoice from Reckon Accounts before you send it.

    When the email preview shows up (turn it on from Edit > Preferences > Online > Company Preference > tick Display each email before sending.), click on the "Attachment" button from the top left and then attach the documents that you want.

     

    Please find the attached screenshot for reference.

    I hope the above helps.

     

    Thanks

    Ifti

    Attach to email...
    Attach to email in RAB.bmp
     Attach to email in RAB.bmp
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    Attach to email in RAB.bmp
  • Guest
    Reply
    |     Feb 1, 2019

    Ditto, every single one of our invoices have to have multiple attachments, so currently none can be sent directly.

  • Guest
    Reply
    |     Aug 22, 2018

    I would love to have the option to attach documents to invoices especially. At the moment email the invoice to myself then attach the documents and email again.