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Email and print customer invoices in Reckon One

Learn how to email and print customer invoices in Reckon One, to send them to your customers.

This feature is available on all accounting and Reckon Ultimate plans.

Email invoices

You can send invoices with a status of Draft or Unpaid.

  1. In the Day to day menu, select Invoices.
  2. Click on the invoice.
  3. Click Email. If changes have been made to the invoice, you’ll be prompted to save changes first.
  4. (Optional) In the Send invoice screen in the To field, you can edit the customer’s email address and add additional email addresses by separating them using commas (,).
  5. (Optional) Use the Customer contacts dropdown menu to select one or multiple contacts that are linked to the customer to include in the email.
  6. (Optional) Add or edit email addresses in the CC and/or BCC fields
  7. (Optional) Edit the Subject and Message.
  8. (Optional) Review the attachments (if any) that will be sent to the customer. Attachments that are marked as Shared will be included in the email and listed here. If you do not want to include a file, go back to the invoice and turn off its Shared toggle.
  9. Click Send invoice.
You can also use a keyboard shortcut to send via email: Ctrl + Alt + E (Windows) or ⌘ + ⌥ + E (Mac)

Preview and print invoices

To preview and print an invoice:

  1. In the Day to day menu, select Invoices.
  2. Click on the invoice.
  3. Click on the Actions menu (3 dots), then click Print.
  4. You will then see the invoice preview and can download or print it.
You can also use a keyboard shortcut to print: Ctrl + P(Windows) or ⌘ + P(Mac)

Read more

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