How can I check that an email invoice has been sent to a customer. Is there an email log?
Comments
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Yes there is a log of all emails sent. Click on the Download Symbol and go to your Q: drive. Find the LOG folder and open it. All the log files are in there. Sort by date. Find the date you are after and then download that file. Hope this helps.0
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By the way, the log file for email will be titled "QBMailClient-date.log"2
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yes there is...0
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Hi Trent,
There is no built-in user accessible 'log' of the messages sent by the Hosted platform.
Consider adding your own email address in the CC field of the Customer record.
This will send a copy of any invoices you send out to your own email address.
In your email software, you can create rules to automatically place these in an email subfolder.
You can EXPORT your list of Customers to a IIF (text tab delimited) format.
Then open it in Excel.
Then locate the CC column header and add your email address there for each Customer record
Regards,
Data Recovery TeamRegards,
Reckon Data Recovery Team
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Hi Trent,
User DFB is correct, there is actually a log file.
Use that in conjunction with the recommendation to add your company email address to the CC field of the customer record.
Example:
If you download that file to your computer and open it in a text editor or Excel you can see something like the example below.
Regards,
Data Recovery TeamRegards,
Reckon Data Recovery Team
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0 -
DFB is correct, there actually is a log now available. (may have been available for quite a while)
Regards,
Reckon Data Recovery Team
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0 -
Consider adding your own email address in the BCC field of the Invoice template.
In the Hosted application click on the menu bar:
Select Edit
Select Preferences
Then Send Forms
Then Company Preferences
Then Bcc
This will send a copy of any invoices you send out to your own email address.
In your email software, you can create rules to automatically place these in an email subfolder.
This will give you a copy of all the invoices that are sent out.
Regards,
Data Recovery TeamRegards,
Reckon Data Recovery Team
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0 -
The suggestion is not false.
The log shows what has been sent.
Not what has been delivered.
This will likely require a different mechanism than email such as a web portal.
Regards,
Reckon Data Recovery Team
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0 -
It is relevant to know what has been sent.
It is important to know to what email address the message was sent to and when.
Knowing it is actually delivered is also very important.
Some email clients can ignore 'read receipt request'.
Regards,
Reckon Data Recovery Team
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0 -
There are 3rd party service providers who specialise in email delivery notification.
Google "Email Tracking Service" for one that may suit your requirements.
Some are even free for limited usage volumes
Regards,
Reckon Data Recovery Team
How to ask good questions on the Reckon Community
Data Services Tip - Try this first before requesting a data service
0 -
The point is sometimes you need to work with what you have
Regards,
Reckon Data Recovery Team
How to ask good questions on the Reckon Community
Data Services Tip - Try this first before requesting a data service
0
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