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Reckon/Quickbooks – Accounts Hosted and PC – How to change the email message for sales invoices

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Reckon/Quickbooks – Accounts Hosted and PC - How to change the email message for sales invoices

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

reckon email template 2

 Edit the wording in the panels, as you prefer!

Need help? Not sure? Call for FREE 30min advice / strategy session today!

Call and you also get FREE “Avoid these GST mistakes” – There’s 18 that the Tax Office see regularly – Get them right!

Email info@accountkeepingplus.com.au or call 0407 361 596 Australia

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Author: accountkeepingplus

Administration, bookkeeping and compliance for small business, Training, trouble-shooting, or we can do the books and payroll for you! Self Managed Superannuation Fund Service Provider, free support MYOB Certified Consultant, Reckon/QuickBooks Professional Partner.

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