Reckon Accounts 2016 - How do i get when invoicing the to be emailed box at the bottom to be ticked as default?

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  • Updated 11 months ago
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Caleb Donald

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Posted 11 months ago

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Ifti, PSG Support Team Leader

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Hi Caleb,

Thank you for your post.
  • First of all, ensure the customer's Preferred Send form method is set to "Email" in their card
  • then go to Edit > Preference > Send Forms > My Pref > tick "Automatically tick the 'To be emailed' checkbox if customer's Preferred Send Form Method is Email."
  • When you create new Invoices, it should automatically tick "To be Emailed"
I hope the above helps you.

Please let us know if you still have any questions or issues.

Thanks

Ifti
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Caleb Donald

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thanks thats awesome. how can i do a bulk chnage to all the customers to chnage 
  • Preferred Send form method is set to "Email" in their card
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Ifti, PSG Support Team Leader

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Hi Caleb,

Below steps are what you've to follow:

  1. Backup your data file in case anything goes wrong (File > Utilities > Backup)
  2. You will have to Export your Customer list as IIF (File > Utilities > Export > IIF > tick Customers
  3. Open the exported file in Excel and look for the column called "PREFERREDSENDMETHOD"


  4. Change the value to "0" to make it "Email" > Save it
  5. Now import it into RA by going through FIle > Utilities > Import > IIF > select the file
  6. It should update your customers in bulk
I hope it helps.

Thanks

Ifti
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Caleb Donald

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Thanks for your help

what is the risk of when importing the customers again they dont match up or they have errors?