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

fhekker

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. :(

Zappy

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

Call me if you get stuck

Zappy 0407744914

Zappy

Oops.

My mistake

You want different text in the email

Can't be done.

Right then

Zappy

Zappy

Also the US version is TOTALLY different

Zappy

GerryWinter

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.

fhekker

.

https://community.reckon.com/discussion/comment/20628808#Comment_20628808

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.

Zappy

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.

Acctd4

@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 😬

Zappy

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

Acctd4

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

Zappy

Sharon, certainly. You have my number.