How to add a document to an outgoing email from Reckon Accounts Hosted

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Ashley Davies
Ashley Davies Member Posts: 1
edited July 2020 in Accounts Hosted

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  • John Graetz
    John Graetz Member Posts: 1,651 ✭✭✭
    edited August 2019
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    Ashley, depending on just  what it is that you are wanting to attach, there is a potential workaround.  If it was say something that you wanted to add in connection with an Invoice, you could add that information permanently into a text box on your invoices, by customising your Invoice Template.  There are issues of course if this information was only for specific customers, and, if that was the case, it might be that you need to create a special invoice template for those specific customers.
    John L G
  • Ian McLennan
    Ian McLennan Member Posts: 5 ✭✭
    edited August 2019
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    A workaround is to email invoice to yourself, then add document to forwarded email.  Not ideal, but works.