Email Invoices
Why is it that when I change the Customer:Job name on a saved invoice it does not change the email recipients when I send it using send forms? And sends to the previous Customer:Job email address instead? (Until I send it again it comes up with the correct recipient.) Is this a glitch?
Comments
-
You need to update the email address. See yellow highlight below.
You also need to re-memorise the original transaction. This is because memorised transactions/reports are designed to remember things that you specifically define so are not always automatically changed with other systems changes.
0 -
I have all the correct emails for my Customer:Jobs. This only happens when I change a Customer:Job on the invoice (previous customer incorrect), save and close and then send via send forms or email directly from the invoice without save and close. I think it should update the email addresses for the changed (Not new) customer:Job automatically, not after you send the form.
0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community