Is there a way of including data fields in the text of the 'Send Forms' in Accounts Hosted?

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  • Updated 1 year ago
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 I would really like to set the Invoice number to appear in the Subject of the email, as well have the invoice amount and date due within the text of the email, as per many other accounting packages out there. I don't feel that we are able to present the most professional email asking for payment for services that have been delivered professionally. What am I missing? Or is this not a functionality available in AH yet?

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E.g.

Thank you for your recent business with us.
Please find attached a detailed copy of Invoice#<Invoice_Number>. 

The total amount due is  $<Amount>, to be paid by <Due_Date> .

If you have any questions or concerns with this invoice, please don't hesitate to get in contact with us at ...@...com.au

Sincerely,

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Thanks for your input gang!
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RelseyK

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Posted 1 year ago

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John Graetz

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RelseyK.  This issue has been raised in this forum a number of times in the past couple of months without any likely change apparent from the Reckon end.  There could be a solution available though from Chandra of Cosmic Accounting.
John L G
Thanks John, yes, we already do this the invoice number is displayed on the subject body of the email and ALL our invoices are definitely received the other side.
Adding further sending invoice and receiving is good , but getting paid instantly is the ultimate aim.
We have now 1st ONLINE CREDIT CARD PAYMENT FOR RECKON HOSTED.
Your customer can pay you instantly , you will receive your money next day.
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RelseyK

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Thanks Chandra,
Can i get some more information on your product please?
Info is available at Reckon Add on market
Cosmic Invoice .I will give you the link soon as I am out.
Please as always send me your info by emails
Chandra@cosmicinnovations .com
0407068942
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Kevin Russell, Accredited Partner

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What's the cost chandra? 
Mobile invoicing with Online credit card payment is $9.95 per 5 users.
cant get any cheaper than this hey Kev.
NB: there is credit card charge per each transaction of 1.95% +.30cents  that Stripe deducts.
Cosmic is not charging for this service yet