Customer Invoices sent by email

Jean_10862158
Jean_10862158 Member Posts: 117 Reckoner Reckoner
in Reckon One

@Rav my manager has just started his first invoice on the new invoicing and can't find how to send to more than the one only option that shows.
It used to allow one to select any or all of the email addresses on file, but now only one shows. Are we looking in the wrong place? or is this how the new invoice has to be?

thanks

Jean.

Best Answer

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,657 Reckon Community Manager Community Manager
    Answer ✓

    Hi Jean

    Click the Customer Contacts button and you'll see a list of any contacts associated with the customer. Simply click on any contact to include them as an email recipient.

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Answers

  • Jean_10862158
    Jean_10862158 Member Posts: 117 Reckoner Reckoner

    Not as good as before. When you clicked on to send by email all the emails addresses were there to select, so you could see if there was more than one. Now, as well as clicking to send by email, now have to click on Customer Contacts to see if there are any more email addresses or not, for every invoice that you email out. How is that better?
    Sorry,
    Jean.

  • tok
    tok Member Posts: 22 Reckoner Reckoner

    I just switched over after seeing Rav's announcement and I think it's much better, particularly much easier to read for my aging eyes. Each to their own I suppose

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