Invoices - email checkbox not auto checked

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Charles Mercieca
Charles Mercieca Member Posts: 4 ✭
edited April 2020 in Reckon Accounts (Desktop)
Hi All,

I have a strange little problem that I can't seem to resolve.

When I create invoices for some specific jobs, the "to be emailed" checkbox is not checked.

I've checked that both the Job entry and the customer it's attached to both have "Preferred Send Form Method" as Email.

I've tried changing it to mail, then changing it back to email in the hope that it might reset the setting, but that does not help.

Any ideas?

Regards


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  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
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    does the customer and/or job have an email address entered?

    does it follow a customer/job that isn't 'to be emailed' ?

    Try ticking the 'to be emailed' before you save the next invoice to the customer, it doesn't always work if you go back and tick it then re-save it, it has to be as you do a new invoice
  • Charles Mercieca
    Charles Mercieca Member Posts: 4 ✭
    edited November 2019
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    Played around with it following some of your questions above.

    Turns out BOTH customer AND Job have to have an email, even though when selecting the job to invoice, only the jobs emails and details come through.

    Thanks for your help.


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