Reckon/Quickbooks – Accounts Hosted and PC – How to change the email message for sales invoices
(> means click)
To change the standard email template wording –
In Reckon Accounts > Edit > Preferences > Send Forms (in Left menu) > Company Preferences tab (on right panel)
At “Change default for:” choose form list which template you want to alter –
Eg. Invoices, Statements, Remittances, etc
Choose other options
You can blind-email (BCC) to yourself for a copy or to another email if required
Edit the wording in the panels, as you prefer!
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