Great, it's a very uncomplicated interface - I like that! I've been using Excell but it gets messy when you're loading / uploading files all the time.One last thing on my mind
Excel is terrible. Click on Settings top right and you'll see an option to export all data in raw format, not to mention you can export your management reports.
Of course, when I email a customers draft invoice to myself; it says it comes from gerry@ - how can I change that to accounts@ (BTW on this interface page your advisory: " The invoice will included as a link in an email, or just mark it as sent " is missing the word "be")
Gerry, have a play with Bullet it's designed for that. Everything you'll need is only two clicks away. Settings will contain everything like this and invoice settings everything specific to invoices. Let me know how you get on
Hi Garry, that's great. So with this you'll have to add an other user called accounts@saraschoice.com if you want the mails to come from accounts@ you'll have to login as that user. Bullet sends the invoice from the user account that is signed in. If you sign-in as garry@ it gets sent from garry@, accounts@ from accounts@ etc.
Hi Gerry, You'll need to check your settings. We execute 90k mails a month. So there is a constant test running on the service. We'll know there is a problem before you. :) Check the spelling on your email too. Pete.
Click on Settings top right and you'll see an option to export all data in raw format, not to mention you can export your management reports.
Settings will contain everything like this and invoice settings everything specific to invoices. Let me know how you get on
So with this you'll have to add an other user called accounts@saraschoice.com if you want the mails to come from accounts@ you'll have to login as that user.
Bullet sends the invoice from the user account that is signed in.
If you sign-in as garry@ it gets sent from garry@, accounts@ from accounts@ etc.
Does that make sense?
Pete
You'll need to check your settings. We execute 90k mails a month. So there is a constant test running on the service. We'll know there is a problem before you. :)
Check the spelling on your email too.
Pete.