Invoicing

perthforklifts · April 24

I wish to send all my invoices on 30/4 but, will be away.

Is it possible to set up something that will send the invoices automatically on that date?

All the invoices have been done but, are currently sitting in the "send forms" ready for emailing.

thank you

Alexander McKeown · April 24

Dear @perthforklifts ,

We regret to inform you that, at present, Reckon does not offer an automated Send Forms feature.

This limitation is a result of the real-time caching of emails, requiring a user login to send them.

You can, however, login to Hosted no matter where you are in Australia/NZ to send these forms in-product.

Kind regards,

Alexander McKeown

Reckon Senior Technical Support

GerryWinter · April 24

You can be anywhere in the world to do this.

Acctd4 · April 24

@perthforklifts If you don’t want to specifically login to send whilst you’re away, I’d just send them now - The invoice dates remain the same, regardless of what date they get “sent” ☺️

Bruce · April 24

@perthforklifts , the corollary to Shaz's post is that the due date won't be brought forward if you issue now. Hence there should not be any instances of clients being upset because you are asking for payment any earlier than normal.

Invoicing

Answers

Shaz Hughes Dip(Fin) ACQ NSW, MICB

* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

Accounted 4 Bookkeeping Services

Ballajura, WA

(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!)

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