Is there a way of including data fields in the text of the 'Send Forms' in Accounts Hosted?

RelseyK
RelseyK Member Posts: 6 Novice Member Novice Member
edited October 11 in Accounts Hosted
 I would really like to set the Invoice number to appear in the Subject of the email, as well have the invoice amount and date due within the text of the email, as per many other accounting packages out there. I don't feel that we are able to present the most professional email asking for payment for services that have been delivered professionally. What am I missing? Or is this not a functionality available in AH yet?

--
E.g.

Thank you for your recent business with us.
Please find attached a detailed copy of Invoice#<Invoice_Number>. 

The total amount due is  $<Amount>, to be paid by <Due_Date> .

If you have any questions or concerns with this invoice, please don't hesitate to get in contact with us at ...@...com.au

Sincerely,

--

Thanks for your input gang!

Comments

  • John Graetz
    John Graetz Member Posts: 1,663 Reckon Star Reckon Star
    edited July 2020
    RelseyK.  This issue has been raised in this forum a number of times in the past couple of months without any likely change apparent from the Reckon end.  There could be a solution available though from Chandra of Cosmic Accounting.
    John L G
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend
    edited September 2018
    Thanks John, yes, we already do this the invoice number is displayed on the subject body of the email and ALL our invoices are definitely received the other side.
    Adding further sending invoice and receiving is good , but getting paid instantly is the ultimate aim.
    We have now 1st ONLINE CREDIT CARD PAYMENT FOR RECKON HOSTED.
    Your customer can pay you instantly , you will receive your money next day.

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Unknown
    edited August 2019
    This content has been removed.
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend
    edited September 2018
    Mobile invoicing with Online credit card payment is $9.95 per 5 users.
    cant get any cheaper than this hey Kev.
    NB: there is credit card charge per each transaction of 1.95% +.30cents  that Stripe deducts.
    Cosmic is not charging for this service yet

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • RelseyK
    RelseyK Member Posts: 6 Novice Member Novice Member
    edited July 2017
    Thanks Chandra,
    Can i get some more information on your product please?
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend
    edited July 2017
    Info is available at Reckon Add on market Cosmic Invoice .I will give you the link soon as I am out. Please as always send me your info by emails Chandra@cosmicinnovations .com 0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

This discussion has been closed.