tlc6725au's avatar
tlc6725au
Partner
11 years ago
Status:
Done

Sales: Track of invoice/emails sent to customers

Unable to find a log or sent invoices via the email option. 

Unable to proove to debtors as to when Invoice was sent. 

Nor is there a message to say that invoice has been emailed successfully. 

 

"Log of emailed Invoices,"

 

4 Comments

  • jenniek's avatar
    jenniek
    Ultimate Partner

    Invoices go via your Outlook - so look in the sent box. I find mine at the bottom of my sent emails list (something to do with the date) - but I can see whether it went, when in date and time and who to.

  • Status changed:
    New
    to
    Open

    Hi flc6725au, thanks for your feedback. As Barry explains, the most accurate log will be from your email software as AccountRight passes emails to your software to send. If they haven't been sent, check your email software outbox as there may have been a problem that your software is unable to handle.

     

    However, a confirmation message when email are passed to your email software is certainly worth considering.

  • Status changed:
    Open
    to
    Done

    Hi Everyone

    AccountRight 2016.1 allows for the user to track the emails sent from their online company file using the Sent Emails option. You can also view the activity of that invoice using the View All activity option on the Enter Sales window.


    Please note your company file does need to be stored online using AccountRight Live.

    For more information please see Help Articles: Set up AccountRight to send emails & Online invoicing.