Emailing Invoices - Check box keeps clearing itself

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  • Question
  • Updated 3 weeks ago
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  • (Edited)
The 'check mark' clears when I "SAVE & NEW" - have to go back into invoice  and recheck after each one  .....
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Toni

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  • frustrated

Posted 2 years ago

  • 1
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Rav, Community Manager

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Hi Toni,

Has this started happening since the Hosted update or only just started? 

Does it persist after logging out and starting a new session etc?
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Carmel Clarke

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Still having same problem. Was there ever a fix?
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Toni

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Hi Rav
I only noticed it yesterday when I went to email my batch (and then did a bit of testing) I have very recently changed the way I process invoices - and yes problem persists after starting new session.   if I open the Sales Order first and select "Create Invoice" it doesn't happen 
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Toni

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This is still happening when I create an invoice from a "Sales Order" very frustrating as every invoice I process I need to go back into it and tick the "to be Emailed"  
Is this just me or does it happen to others ?????
I do have all my Email customers with the setting in customer card - "preferred send form method" - "Email"
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George Clark

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Hi Toni,

Would check and see if Automatically send emails is ticked in Preferences /Send forms /My preferences.

Regards
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Toni

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Thank you for your suggestion George,  I do wish it was that easy to fix :-(
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Carmel Clarke

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Did you ever get a fix?
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Kerri, Accredited Partner

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My client has the same problem
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Carmel Clarke

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Did you ever get a fix?
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Carmel Clarke

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has there ever been a fix for this? RA Desktop has same problem
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Carmel Clarke

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I found a work around. If you have the disapearing checked box on your customers "to be emailed" when you save the invoices as the opening poster suggested, this is what I did after ensuring all preferences were set correctly etc. I went into all customer files and changed their "preffered send form method" to "none". When creating invoices the "to be emailed" check box is no longer ticked, however if you then tick it when creating the invoice the tick actually sticks rather than having to save the invoice (and the to be emailed tick dissapear) and having to open invoice again and tick box then save again. Hope that makes sense and is of use to someone. Annoying that Reckon Support cannot get this fixed!