Sending multiple invoices to same client

  • 1
  • Question
  • Updated 1 year ago
  • Answered
Hi All.  New client who has an issue with aging summaries.  Multiple invoices to same client in a lot of instances.  I need to re send invoices.  Is there a way to 'block' or batch send invoices to the same client on the same invoice, other than saving to a  PDF and attaching files or does it have to be a single send. Thanks in advance. Marg
Photo of Margaret Clifford

Margaret Clifford, Accredited Partner

  • 302 Points 250 badge 2x thumb

Posted 1 year ago

  • 1
Photo of John G

John G, Information Support Analyst

  • 27,360 Points 20k badge 2x thumb
Hello Margaret,

Thanks for asking.

Which product are you using?

To resend invoices in Reckon One, click on the mail icon in the top right of the screen and tick the invoices you wish to resend, then click on Resend.  

In Reckon Accounts, you'll need to open the invoices and tick the To be emailed box and save.  Then you can click on Email and select Send batch.

They will be sent according to the email entries in the Customer record.  

If the Customer record has multiple email addressed (in primary contact and or CC) that you want to keep, and you only want to send to one email address, then you'll need to send invoices once, review them to delete the additional email addresses.

Hope this helps.

regards,
John.
Photo of Margaret Clifford

Margaret Clifford, Accredited Partner

  • 302 Points 250 badge 2x thumb
Thanks John.  Forgot the simple step ... :) Marg