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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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.
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Ditto, every single one of our invoices have to have multiple attachments, so currently none can be sent directly.
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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
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Thanks ifti, can you also do it from Reckon one? - i dont see how.
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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
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