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How to add a 2nd Invoice email (Send Forms) template

fhekkerfhekker Member Posts: 3

I can only see one invoice email template inside Reckon Desktop.

How can I add a 2nd email template?

I am looking here: Edit -Preferences. - Send Forms - Company Preferences tab.

I Googled and it looks like you can on the new Quickbooks USA version but not Reckon Accounts?

This is an issue for me as I have one company and 2 brands in one data file. and need the send forms emails to say different things. :(

Answers

  • ZappyZappy Accredited Partner Posts: 4,862 ✭✭✭

    You need to use the lists menu, then templates. And thanks for your question

    Call me if you get stuck

    Zappy 0407744914

  • ZappyZappy Accredited Partner Posts: 4,862 ✭✭✭

    Oops.

    My mistake

    You want different text in the email

    Can't be done.

    Right then

    Zappy

  • ZappyZappy Accredited Partner Posts: 4,862 ✭✭✭

    Also the US version is TOTALLY different

    Zappy

  • GerryWinterGerryWinter Accredited Partner Posts: 846 ✭✭✭

    You need to create a new template yourself and that is done by going to Invoice, customize and then create what you want to see.

    Gerry 0418907140 

    [email protected]

  • fhekkerfhekker Member Posts: 3

    .

    Hi Gerry, you read my question wrong. as did Zappy initially. I am looking to have a different email template for invoices. NOT a different invoice template. it's all about the message that is sent when I send the invoice out. e.g. the actual email text and not the attached invoice.

  • ZappyZappy Accredited Partner Posts: 4,862 ✭✭✭

    Gerry you need to go back to the OP. You have offered a answer to a question that wasn't asked. I made the sane mistake.

  • Acctd4Acctd4 Accredited Partner Posts: 1,748 ✭✭✭✭

    @fhekker As previously stated, unfortunately this isn’t possible as there is only one default template per form type.

    The only workaround would be to have BOTH brands’ default email text in there, have the option on to display each email before sending & delete the non-applicable part each time.

    Not ideal but saves manual typing each time 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

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

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://accounted4.com.au

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • ZappyZappy Accredited Partner Posts: 4,862 ✭✭✭

    Shaz as previously noted, the point is to save time and reduce errors. Having two lots of text is absolutely fraught I would submit.

  • Acctd4Acctd4 Accredited Partner Posts: 1,748 ✭✭✭✭
    edited May 9

    Of course Zappy, but do you have a better workaround suggestion ?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

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

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://accounted4.com.au

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • ZappyZappy Accredited Partner Posts: 4,862 ✭✭✭

    Sharon, certainly. You have my number.

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