Additional recipients

Eric Murphy

Hi again Reckon team

How do I set up additional recipients or departments for a customer?

What I'm trying to do is send one invoice but not necessarily send it to the main email address. Instead it needs to go to the office manager.

Is this possible in Reckon One?

Jason_Z

Hi @Eric Murphy

I believe this can be achieved using the Contacts feature in Reckon One. By setting up multiple contacts for a recipient, you can select the specific customer in the invoice page.

Here is our help article for further details:

https://help.reckon.com/article/riqx7cy3ru-contacts

Eric Murphy

https://community.reckon.com/discussion/comment/20653404#Comment_20653404

Thanks Jason, this looks promising and could be exactly what I need.

Is there a limit to the number of contacts that can be linked to a customer?

Jason_Z

No problem @Eric Murphy.

I don't recall there being a limit, and if there is one, it's probably not something a typical user will run into.

How many were you thinking of adding?

Eric Murphy

Thanks Jason. I was just curious if we'd be limited to say one or two additional contacts in a customer. One of my clients has customers with several departments that we need to include but from your information it doesn't sound like that will be an issue

Jason_Z

Yep, that should be fine. I have 6 contacts for one of mine and adding more isn't an issue.

Eric Murphy

Thank you @Jason_Z

I've tried out contacts today and it works exactly as needed