Automated Invoicing and Emailing

Sid Verma
Sid Verma Member Posts: 10
edited April 2020 in Accounts Hosted
I have a few clients that need to be invoiced the same amount (Client A $475, Client B $750, Client C $1,150.75....) every month. Is there a way in Reckon Hosted where I can setup a system where it automatically generates the invoice and emails it to the customer(s).

If there is a way to automatically generate these invoices (say on the 1st of each month for the previous month), and i get presented a list that I can physically click on and hit SEND - would also work.

Is anyone aware of such a feature / or is using some form of automation?

Comments

  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
    Hi Sid

    Yes, with the invoice on the screen that you require to save, right click (menu)> memorise transaction, this will give you the option to name the remembered  invoice, set it up to remind  you (when from & how often), not remind you or standing order.  Standing order will enter the invoice on the date you specify as often as you have specified i.e monthly.

    This same option is available in all windows, cheques, credit card trans, bills, sales receipts, purchase orders, sales orders, etc.

    Kim: M: 0429 305300  E: Kim@kwikbooks.com.au
  • Sid Verma
    Sid Verma Member Posts: 10
    edited June 2015
    Thanks Kim. I will give this a try. Cheers :)