When emailing an invoice from Reckon One to your customers, which do you prefer?

Rav
Rav Administrator, Reckon Staff Posts: 14,080 Reckon Community Manager Community Manager
edited December 2024 in Reckon One

Hi everyone,

We're looking for some feedback on invoices in Reckon One, please vote in our poll below!

When emailing an invoice from Reckon One to your customers, which do you prefer? 30 votes

Send an email with the invoice as a pdf attachment
63%
GlenshieTrustCatherine SinnottMark BrownsmithrjRobynhenryasbuiltslbs2022benhitenJodieCcclarefamilyDebWDrPepperhayley78sushiforschoolsJAYWILsanmusAC_DDC 19 votes
Send an email with a link to an invoice that a customer can view/download
0%
Have the option to send either a link or a pdf as an attachment
36%
Robyn Kelly (Partner)duxnutsshanemanizachKSADMINholcroftgroupPCsforKidssherina79Chris_G_SchultzEastridgepmmhgribben 11 votes
I do not have a preference
0%

Comments

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 50 Reckoner Reckoner
    Send an email with the invoice as a pdf attachment

    Hi Rav, I have had a couple of weeks off so just coming across this now, I'm really glad it was fixed before I needed to use it!

    One of the things that I hate the most about Xero is that we need to manually click a link to download invoices - a major advantage of Reckon is the ease with which suppliers can receive our invoices, they don't need to click, download and save. I understand that Reckon thought it was an improvement but am really appreciative of how quickly users' concerns with the new system were acted upon.

    Cheers Cath

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