Email text for sending invoices

Hi
We need to change the text in the email body when we send out invoices. I have updated the change in Preference - Sending Forms-Invoices. However, when I send batch, the email body is still the older one, and we have to edit the email one by one.

We have over 100 invoices to send out, it's taking a lot of time to do it. Can anyone help why it's not reading the updated email from the preference? Thanks

Linda

Comments

Sue Jones

It only started with the new version. So why?

Acctd4

Hi Tian/Sue

Go back into the Send Forms Preferences & just double-check that the updated message text is displaying.

Did you may sure you click on “OK” before exiting the window? This is what “Saves” it.

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

Tian Lan

Hi Shaz
Yes, it's displaying and I did click "OK" before exiting the window.

Acctd4

Hmm … had not heard of that being an issue before but if multiple people are experiencing it, hopefully Reckon will be able to fix it.

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

Sue Jones

Was working normal on Wednesday upgraded to 2020 version Wednesday night & changed straight away with no other computer changes or Windows updates.

brian_7664759

You could try going in to Lists/Templates/Select template you want to change/Layout Designer/DC the box you want to change the Font in/select Font size and description/OK four times and that should change it on the form you need.

NM2021

I came to the community to see how to fix this issue also, and was surprised to see it was a problem 5 years ago. I have worked out that you MUST change the email preferences BEFORE you even enter the invoices. This is a total inconvenience, and I forgot to do this after producing a large number of invoices and now it simply won't update in the 'send forms' EVEN THOUGH the preferences have a newer message. Come on Reckon, this is unacceptable