Sending Forms email tick not removing when invoices sent individually
Kay Smart, Accredited Consultant
Member Posts: 49 ✭
We have the auto tick on when an email address is present. Invoices are sent as they are processed. When we go to send the statements as a batch the invoices that have already been sent through out the month are sitting there. Any suggestions.
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Comments
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I've had this problem also and have kept them with the auto tick as sometimes I don't have time to send the email straight away. When I disabled the auto tick I had customers complaining they were receiving only some invoices. Now I have to remember to manually untick or which invoices have been emailed when I go into the batch. I tried to explain this to Reckon and asked for a fix but they weren't interested. Unfortunately having the auto tick also means that I have to remember to untick any sales orders I have entered or they unnecessarily get sent in the batch too. This is very problematic and as I have been training a new employee they asked "Why doesn't Reckon just fix it, it is so confusing!"1
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This has also been a big annoyance for me - I don't use batching and send each invoice after I have produced it. When we print the invoice the "Print" box automatically unticks and I would like the same to be true for the "Email" box. Suggested this years ago to Reckon but never had a reply. Quite often I send out the invoice twice because I didn't know whether I had done it and not unticked the box.
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