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I would like to have the facility in LiveAccounts to receive a copy of the email correspondence and attachment that I send to my customers when I email them an invoice.
This would be very helpful as I am finding it difficult to manually keep track of the email text I use for additional communication with the customers when the notes field on the invoice is toooo small.
Perhaps a checkbox somewhere to nominate that a CC of email correspondence generated by LiveAccounts is sent to my existing nominated business contact email address (or an option of nominating another email address for this purpose).
This would also give me a convenient method of logging my business email correspondence in my email program.
I hope this is a useful suggestion.
Regards - Tony--D
"Request for LiveAccounts to CC invoice correspondence to my email address"
In the meantime you can copy yourself into the email by adding your email address after the customer's by using the semi-colon separator.
NB this only works for Live Accounts and not for the Account Right products.
I'll chip in on this - the importance of this is to have confidence that the email is going out, and to have a complete paper trail of every communication that is going out from the company..
I would highly recommend that it automatically bcc the business on every emailed invoice.
This feature has now been added. You can now Cc others, and every email is Bcc'd to the business owner.Cheers,
I am using myob essentials and used to automatically receive a copy of any invoice I sent to customers.
This has stopped for some reason
How can I reinstate this please
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