unpaid invoices

DP1
DP1 Member Posts: 8 Novice Member Novice Member
in Accounts Hosted

Can I set an automated email reminder for unpaid invoices ?

Comments

  • Bruce
    Bruce Member Posts: 444 Professional Partner Professional Partner

    Not to my knowledge

    I have never sought this feature as I always want to make case by case decisions as to how I follow people up

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  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    Its a feature that should be added

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  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    Zappy, you need to move with the times, Reckon Host is falling behind other accounting software.

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  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    It would be nice for this feature to be added. Hundreds and thousands of people who use this for small businesses would be blessed with it

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,906 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited November 2021

    @DP1 Have you added it to the Wishlist?: https://ideas.reckon.com/

    There are some limitations to what enhancements/features can be added for RA/RAH due to acquiring the fixed, underlying base coding from Intuit but if enough people want it & it’s able to be implemented, Reckon are always keen to improve product functionality 😊

    Bear in mind, all the other softwares that have this functionality are actually fully cloud-based whereas RAH is Reckon’s top “Enterprise” desktop program “hosted” on their servers (hence the name)

    None of those cloud-based programs have the extensive search or reporting capabilities - or many of the other great features - that RA/RAH have.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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  • Omar_ReckonLtd
    Omar_ReckonLtd Reckon Staff Posts: 81 Reckon Staff Reckon Staff

    Hi @DP1,

    There is an add-on available from the Reckon Marketplace that may be suitable for your requirements.

    https://www.reckon.com/marketplace/add-on/invoice-tracker-by-ebillity/

    Alternatively, there are developers who can assist you with creating custom solutions.

    They have existing integrated applications with Reckon Accounts Hosted.

    Here are their pages with contact details.

    https://www.reckon.com/marketplace/add-on/beanwiz-free-version/
    https://www.reckon.com/marketplace/add-on/cosmic-invoice/


    Regards,

    Omar - Reckon Data Recovery Team

    Data Services Tip - Try this first before requesting a data service

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    Thanks Reckon Data Recovery Team

    Cosmic Invoice can get all your invoices paid instantly by using Stripe .

    Cosmic Invoice is free to use , you will only pay charge on Stripe usage .

    No charge for number of users or Invoices.

    Get your Android and enjoy invoicing from your hand and from any where .

    And USE it OFFLINE !!!

    https://play.google.com/store/apps/details?id=com.cosmic.invoice

    Chandra

    0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Omar_ReckonLtd
    Omar_ReckonLtd Reckon Staff Posts: 81 Reckon Staff Reckon Staff

    Hi @cosmic (Chandra),

    Does the Cosmic Invoice app support the clients (@DP1) feature requirement of being able to "set an automated email reminder for unpaid invoices"?

    Regards,

    Omar - Reckon Data Recovery Team

    Data Services Tip - Try this first before requesting a data service

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 322 Reckon Legend Reckon Legend

    Hi @DP1,

    I have done similar solutions, basically, you can do any of the following:

    • Auto/manually send out an email with attached invoice PDF (can include a payment link so your customer can pay the invoice online and get instantly synced back to RAH)
    • Auto/manually send out customer statement (with PDF and/or payment link)
    • Auto/manually send a reminder to your customers/or yourself outstanding invoices (with PDF, ..)
    • ...and anything else that you have to do manually in RAH and you want to automate

    The rule to send out email can be configured by you (ie, how many days past the due date, balance reach x amount, etc..)

    And the email can be sent directly from your email account.

    Let me know if you are interested.


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au

    https://free.beanwiz.com.au/
    https://www.youtube.com/watch?v=O61SfV2bte8


  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    Not yet

    We can do any thing to make customers happy😀

    If we see more interest we will do it .

    Use Stripe that's the way its going now.

    Other software that's their marketing slogan

    DP1

    Can call me

    0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    No need to do 2nd process attaching invoice once done in Reckon

    Cosmic does all in one and colored cloud invoice and we can use all other apps in your phone like whatsapp viber Skype And your domain email to send invoice.

    You will not see Reckon Hosted name in email by the receiver

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    It appears the this is an app, is there a desktop version. ?

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    Dp1

    There is no demand for Desktop

    Now a days everything is done in your hands

    Grab a Notepad 😀

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    Righto but i use the Web version Reckon Hosted on my desk top so i can have my bookkeeper & accountant access to it.

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    Yes , but you can do all your invoicing using cosmic app all gets synced into your Reckon data file seconds .

    And when your clients use Stripe, you get paid faster and cosmic allocates the payment for you in your data file.

    We are also Public Accountants and Tax Agent.

    Your Accountants has no issues

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer
    edited November 2021

    Free Kevin

    You only pay for Card payment with small fees .

    No , IF reckon changes then Reckon has the great SDK/API now its gets reconnected.

    Same concept in Xero and MYOB they all many many Addons and thriving

    Also the other invoicing App does not handle multiple drivers invoicing on the road OFF LINE Invoicing, Blue tooth offline printing Cosmic app is developed also for frozen goods industry delivering in truck in remote areas and invoice instantly by multiple drivers

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    I'm not intrested in paying fees other than my yearly licence fee with Reckon

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    DPI

    You may have to wait for some time then

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,055 Reckon Hall of Famer Reckon Hall of Famer

    Kevin

    i know all other payment providers prices !!!

    Cosmic beats them , if you have a serious customer tell them to try it Kevin

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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  • DP1
    DP1 Member Posts: 8 Novice Member Novice Member

    If the fee was included in the yearly subsciption i wouldnt care.

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