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. 

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 7 2018
  • Already exists
  • Attach files
  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 22, 2018 04:18

    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. 

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    February 01, 2019 23:21

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

  • Admin
    Iftikhar Chowdhury commented
    February 05, 2019 01:25

    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.




  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    February 05, 2019 08:55

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

  • Admin
    Jason Hollis commented
    February 10, 2019 23:29

    Thanks for creating the idea in the Reckon One ideas channel. For reference, this idea is found at