How to add a 2nd Invoice email (Send Forms) template

fhekker
fhekker Member Posts: 3

I can only see one invoice email template inside Reckon Desktop.

How can I add a 2nd email template?

I am looking here: Edit -Preferences. - Send Forms - Company Preferences tab.

I Googled and it looks like you can on the new Quickbooks USA version but not Reckon Accounts?

This is an issue for me as I have one company and 2 brands in one data file. and need the send forms emails to say different things. :(

Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,204 Personal Range Expert Personal Range Expert

    You need to create a new template yourself and that is done by going to Invoice, customize and then create what you want to see.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • fhekker
    fhekker Member Posts: 3

    .

    Hi Gerry, you read my question wrong. as did Zappy initially. I am looking to have a different email template for invoices. NOT a different invoice template. it's all about the message that is sent when I send the invoice out. e.g. the actual email text and not the attached invoice.

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

    @fhekker As previously stated, unfortunately this isn’t possible as there is only one default template per form type.

    The only workaround would be to have BOTH brands’ default email text in there, have the option on to display each email before sending & delete the non-applicable part each time.

    Not ideal but saves manual typing each time 😬

    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!)
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2022

    Of course Zappy, but do you have a better workaround suggestion ?

    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!)