Change email address on customer file and send to outbox for checking

PMR1954
PMR1954 Member Posts: 7
edited January 2021 in Accounts Hosted

HI

  1. On updating the email address on the customer information page, the new email address shows but the invoice is sent to the old email address, how do we make the change permanently?
  2. When sending invoices etc is there a way to alter the information in the email content for each individual email, like you can in payroll (rather than the generic preferences setting?)
  3. In the old quickbooks, I could have all emails (invoicing, estimates, statements etc) sent to an outbox so that I could adjust them manually, is this functionality still available and if so how do I set it up.
  4. Thanks in advance. Paul

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager

    Hi Paul,

    Which Reckon software are you using? This discussion has been created in the free STP mobile app category however it sounds like you might be using a different software.


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  • PMR1954
    PMR1954 Member Posts: 7

    Hi Rav

    Sorry I'm new at this, using Reckon Accounts Hosted.

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
    edited January 2021

    No worries, I've changed it over to the Hosted category 🙂

    Ok lets tackle this one step at a time.

    I've just logged into my Hosted account to do some testing on your first scenario. Here are the steps I went through -

    1. Opened the Customer Centre
    2. Right click to edit a Customer
    3. Updated email address and clicked OK

    After doing the above, I created a new invoice for that same customer and upon emailing the invoice it showed the new email address as the destination in the email window.

    You've mentioned that its going to the old email address for you. Can you step me through the process you're going through to update the email address and where you're seeing the older one appear even after updating etc


    For your second question, I believe the only way to amend content in the individual email is from the email window itself (example screenshot below).


    In regard to Question 3.

    Reckon Accounts Hosted has its own internal email service/function so it sends out all email from within Hosted itself. Due to that, unfortunately there is no Outbox etc that you can access. The only alternative is to send all emails to yourself to say something like Outlook etc, make any necessary changes/alterations and then send the emails out directly from Outlook.


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  • PMR1954
    PMR1954 Member Posts: 7

    Hi Rav

    1 -

    Same process as you described but I was trying to send an existing invoice, not a new one as they wanted it sent to the new email address, so I am guessing that only new invoices will pick up the new email address? If that is correct what happens when I create an estimate to one email address and then when I convert it to an invoice and change the email address will the new one take effect? (I have created a new quote and it has gone to the updated email address) I check these from the new email report.

    2

    When sending an email, we do not get a window email option when clicking on send email, it goes direct (the only time you can access the email window is in payroll), do we have an incorrect setting? If we could see that window that would solve all the problems??

    3

    As thought, thank you

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    I would go to the old invoice and change something insignificant, ok it, go back in and change it back. If that doesn’t work, try changing the customer, ok, then go back and put in correct one

  • PMR1954
    PMR1954 Member Posts: 7

    Hi Kris

    Neither of those options worked?

    thank you

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Damn, what about creating a new invoice, identical to the first and then deleting the old one?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @PMR1954 Have you checked your (Hosted) Preferences? There is an option in the Online section to display each email (as per Rav’s screenshot) before sending ...?

    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!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Thanks for that tip Shaz, I didn’t know about it

  • PMR1954
    PMR1954 Member Posts: 7

    Hi Shaz

    Thankyou for that tip, of course it worked perfectly. :)


    Thanks everyone for all your help!