Reckon Product Ideas

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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. 

  • Guest
  • Jun 7 2018
  • Already exists
  • Attach files
  • Admin
    Jason Hollis commented
    10 Feb, 2019 11:29pm

    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 commented
    5 Feb, 2019 08:55am

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

  • Guest commented
    5 Feb, 2019 01:25am

    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

  • Guest commented
    1 Feb, 2019 11:21pm

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

  • Guest commented
    22 Aug, 2018 04:18am

    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.