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Search results: Reckon One

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Send attachments to Reckon One via email

Provide each Reckon One subscription with an email so that bills can be sent to it. The attachment can then be used to add a bill in Reckon One and be attached to it.
almost 4 years ago in Reckon One / Invoices & Bills 1 Planning to do
5 MERGED

Email multiple invoices

Merged
I have many requests from customers to resend invoices. It would be handy to be able to do this from the invoice list screen using the current tick boxes that enables multiple invoices to receive payment.
over 4 years ago in Reckon One / Invoices & Bills 1 New idea

Additional customisation for email templates

It would be very beneficial if we could add other fields to email templates. ie the purchase order or reference number. As this is a data field, just like the name field this should not be difficult to do. You should also be able to add company lo...
about 5 years ago in Reckon One / Basics (core) 4 New idea

Email sent tag inside invoice page

Would be great to have a tag inside the invoice page saying if the invoice have been emailed already, it's easy to forget when you do repetetive task if you just did or not. Instead of going out to the invoices list and checking on the last column
about 3 years ago in Reckon One / Invoices & Bills 0 New idea

Email settings Invoice template add special tag contact name

So that when you generate the email to customer it can say "Hi contact name" instead of "Hi Organisation name" - in my invoices I want to generate an email that says hi to the first name of the accounts person I am sending to.
about 1 year ago in Reckon One / Invoices & Bills 0 New idea

Be able to see the status of an invoice without having to look at the history

It would be really good to be able to see that status of an invoice without having to open the invoice and view the history. For example I create a lot of invoices as I am working on a project and add line items as the work is completed. As a res...
over 5 years ago in Reckon One / Invoices & Bills 3 Implemented

Thank you emails

As a Reckon One user, I would like the system to send an automated 'thank you' email to a customer when an invoice is paid. The text for the email could be user designed and utilise existing 'tag' functionality available for Reckon One emails. ...
almost 6 years ago in Reckon One / Basics (core) 0 New idea
4 MERGED

Bulk Emails of Invoices and Statements

Merged
When one has more than 20 customers, it is quite frustrating having to click on each one individually and then "send email"
about 5 years ago in Reckon One / Invoices & Bills 0 New idea

Attach documents with Invoice

Yes there is attachment with purchase bills but the same is not available for invoices. I request similar facility for invoices as well. My client is a service provider who gives services at customer premises and offices. The staff carry delivery ...
over 5 years ago in Reckon One 2 New idea

Fix the Mail Server so its not treated as a SPAM Server

Several times my emails (invoices) sent via the email server are being classified as Spam on the client's email service due to the email-reckonone@reckon.com sub address.
over 4 years ago in Reckon One / Reports 2 Unlikely to be implemented