Follow UP of Customer's INvoiced - bulk letter emailed to follow up 6 months after

Options
Sonya Herbert
Sonya Herbert Member Posts: 115 Reckon Star Reckon Star
in Accounts Hosted

Morning, we install ac units - and was wondering is there a way in reckon, to send out bulk letters/emails to these customers we've invoiced, 6-12 months afterwards, to recommend servicing of ac units - thought i'd check in reckon first, before looking at other programs.

Answers

  • Jason_Z
    Jason_Z Reckon Staff Posts: 208 Reckon Staff Reckon Staff
    edited April 30

    Hi @Sonya Herbert

    Thanks for your question!

    At the moment, I don’t believe there’s a feature that automatically does this in our software, but I’ll double-check to confirm.

    I’d recommend submitting this idea to our Ideas & Feature Requests page, as our development team regularly reviews suggestions there for future updates.

  • Jason_Z
    Jason_Z Reckon Staff Posts: 208 Reckon Staff Reckon Staff

    Hi @Sonya Herbert

    After speaking with my team, we found there may be a way customizing an estimate or invoice template and adding a "$0 service reminder" line item but It’s more of a workaround than a built-in feature and may end up being more effort than it's worth.

    Alternatively, Outlook offers a couple of helpful features:

    • Delayed Send: You can schedule emails to be sent at a future date—this could be useful for setting reminders 6–12 months out. Learn more here
    • Mail Merge: This tool allows you to send personalized messages to multiple recipients at once. You create one main document, and Outlook pulls in individual details (like names or dates) from a spreadsheet (e.g., Excel), so each person receives a tailored message. Learn more here

Categories