There is currently no way of tracking whether an invoice has been emailed to a customer through Reckon Hosted.
Perhaps an 'EMAILED' stamp on the invoice once it has been sent, just like the 'PAID' stamp appears once an invoice has been paid, could be an option.
Perhaps an 'EMAILED' stamp on the invoice once it has been sent, just like the 'PAID' stamp appears once an invoice has been paid, could be an option.
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138 Points
Posted 2 years ago
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544 Points
Yes , there is , Cosmic invoice for RAH , will guarantee ALL INVOICES IS SEEN BY THE RECEIVER.
And as well the receive will see on the email screen , who the actual sender is not showing as :Reckon Hosted
And as well the receive will see on the email screen , who the actual sender is not showing as :Reckon Hosted
Robyn Kelly (Partner), Accredited Partner
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5,164 Points
Chandra is that only Hosted? And what are the costs please.
Thanks, Robyn Kelly
only hosted yes
Cosmic for RAH is a big system . cost is per transactions and unlimited users.
I have posted so much info on this , please see our web site:www.cosmicinnovations.com
for all partners its FREE to use for personal use and to show to clients
call me to get you logins for live demo or send me email pls
Cosmic for RAH is a big system . cost is per transactions and unlimited users.
I have posted so much info on this , please see our web site:www.cosmicinnovations.com
for all partners its FREE to use for personal use and to show to clients
call me to get you logins for live demo or send me email pls
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390 Points
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596 Points
I am bringing this topic back up. I find it very frustrating in RAH that I can email the invoice through RAH but RAH does not show the email date in the History nor does the appearance of the final invoice change to indicate it has been sent.
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544 Points
Great point! I'm frustrated no knowing if my email has been sent and no receipt to say the customer has received same.
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138 Points
Agree! We now save invoices and send through our separate emails so we can track. Very frustrating!
(Edited)
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110 Points
I email 1 to myself using Cc You receive the carbon copy you have sent
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596 Points
Hi Gloria. I have this set up in preferences to send a bcc to me also. However, it still does not indicate in RAH when the invoice has actually been sent. Today, I was reviewing this again as an invoice appeared to be sent as it had not yet been marked pending. I discovered when I selected the "history" tab it would not display any history. When I select the history tab for invoices I know have been sent. There is a history, although the sent date still says "pending"
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596 Points
Recent discovery. Maybe others understand this process, however, when I took on my current role and was trained by my predecessor how to email invoices/statements it was not using the "Send Forms" option under the File Tab. I came across the "Send Forms" option and discovered there was a list of forms to send from July, eventhough I knew they had already been sent.
I send invoices and statements from the Customer centre, or the Invoice screen or when I create a Statement. However, by doing it this way, the history status always shows "pending" as the date sent.
As a test, I sent an invoice (previously sent) to the customer with a warning it would be a duplicate from the "Send Forms" tab.
RAH Froze.
Waited until Tech support opened to learn Pressing Alt+PgUp then Send would unfreeze the screen.
The invoice was now resent through the Send Forms Screen and updated Invoice History.
As I understand from this, to achieve a "sent date" in history the forms must be sent via the "Send Forms" function under the File tab.
How do the forms generate under that list? Is it when they are created and the email option is ticked? I DO NOT want to be sending duplicate forms.
Thanks everyone.
I send invoices and statements from the Customer centre, or the Invoice screen or when I create a Statement. However, by doing it this way, the history status always shows "pending" as the date sent.
As a test, I sent an invoice (previously sent) to the customer with a warning it would be a duplicate from the "Send Forms" tab.
RAH Froze.
Waited until Tech support opened to learn Pressing Alt+PgUp then Send would unfreeze the screen.
The invoice was now resent through the Send Forms Screen and updated Invoice History.
As I understand from this, to achieve a "sent date" in history the forms must be sent via the "Send Forms" function under the File tab.
How do the forms generate under that list? Is it when they are created and the email option is ticked? I DO NOT want to be sending duplicate forms.
Thanks everyone.
