change standard email details
Ribbons and Rosettes
Member Posts: 1 ✭
When emailing invoices from Hosted, how can I change in the template:
"To Customer" - I only have a choice of "To" or "Dear" customer. I would like to be able to use hello, or hi etc
Subject line - how can I automatically include the customer name
I have to Bcc each invoice that I email out, to my own email address
How can I check that an emailed invoice has been received by the customer. eg if the assigned email has a typo, I have no way of knowing the email will be bounced
Thanks
Alan
"To Customer" - I only have a choice of "To" or "Dear" customer. I would like to be able to use hello, or hi etc
Subject line - how can I automatically include the customer name
I have to Bcc each invoice that I email out, to my own email address
How can I check that an emailed invoice has been received by the customer. eg if the assigned email has a typo, I have no way of knowing the email will be bounced
Thanks
Alan
0
Comments
-
This is a very hot and needed topic or requirement sending email with invoice to see if its received the other side.
The most common band aid solution is bcc as you doing it now.
But it does not tell you if actually the other side has received or seen the invoice.
We have spent time and money to create an add on cloud invoice for RAH , which fixes all these.
https://www.youtube.com/watch?v=f2Tiy9jJxq0
https://www.reckon.com/marketplace/add-on/cosmic-invoice/
Cosmic Accounting Group
Accountants and Tax Agents 22397009
0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community