Email preference issue for an Invoice created from an Estimate
All of our customers have their preference to receive invoices via email. My issue is that when creating invoices that are created from an estimate, even though when typing the invoice the box is ticked "to be emailed", after saving the invoice is...
In suppliers contact details allow for more email addresses
Merged
We need more email addresses in contact details, most companies have different emails for, accounting, sales, marketing, reps, orders etc. 2 email addresses is not enough.
A CRM system that allows you to add information to existing accounts by way of a customer call report by a sales representative to a customer. It must include the ability to add another customers details who may not have an account. This must also...
The ability to include the company logo within the body of the email that accompanies an invoice (when the invoice is being emailed)
Merged
It is important that the company sending the invoice looks professional. At the moment there is no ability to have the company logo within the body of the email when an invoice is emailed.
I use Reckon Accounts Enterprise. currently I have to manually send the payslips via email & if I am not in the office on the day we process pays, I usually have an influx of emails & phone calls from staff asking where their payslips are,...
Printing Pay reports before submitting STP and Emailing Payslips
I would suggest that it is essential that I be able to create payroll reports before submitting STP or emailing payslips. There the wonderful window at the end of the RA payroll must be closed and not used. Can you had payroll reports to this wind...
Produce a different file name for job sheets (instead of invoice file name) when producing .pdf
I only use the email function to extract .pdf files. I'm forever sending job sheets to clients instead of invoices. A different file name would be an easy indication of file type.
Quite often I get distracted in the process and forget to put the price on before I email to customer, would like some kind of warning to prevent this happening