Invoicing

perthforklifts
perthforklifts Member Posts: 2 Novice Member Novice Member
in Accounts Hosted

I wish to send all my invoices on 30/4 but, will be away.

Is it possible to set up something that will send the invoices automatically on that date?

All the invoices have been done but, are currently sitting in the "send forms" ready for emailing.

thank you

Answers

  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 504 Reckon Staff Reckon Staff

    Dear @perthforklifts ,

    We regret to inform you that, at present, Reckon does not offer an automated Send Forms feature.

    This limitation is a result of the real-time caching of emails, requiring a user login to send them.

    You can, however, login to Hosted no matter where you are in Australia/NZ to send these forms in-product.

    Kind regards,

    Alexander McKeown

    Reckon Senior Technical Support

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,448 Personal Range Elite Expert Personal Range Expert

    You can be anywhere in the world to do this.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,868 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @perthforklifts If you don’t want to specifically login to send whilst you’re away, I’d just send them now - The invoice dates remain the same, regardless of what date they get “sent” ☺️

    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!)
  • Bruce
    Bruce Member Posts: 444 Professional Partner Professional Partner

    @perthforklifts , the corollary to Shaz's post is that the due date won't be brought forward if you issue now. Hence there should not be any instances of clients being upset because you are asking for payment any earlier than normal.

Categories