Email questions

Problem reported by Katie Keat 3 days ago

1) Sending my first invoice out and I've been messing around sending it to myself so in know what its' going to look like for a customer.

Now I'm actually trying to send the invoice to the customer and I've got a message 'free accounts can only send 5 emails a day'. Firstly, that seems a bit of a clash with the claim that there are no transaction limits for free accounts - I normally do my invoices in a batch so I would frequently not send any for a few weeks, then send more than 5 on one day. Secondly - I'm on the MTD sole trader paid tier (which is why I can post here) . Why is my account not picking that up?

2) is there any way of editing the email template?

3) how do I know that an invoice has been sent - where can I see 'sent mails'? It would work to BCC all sent invoices to one of my email addresses but I need to be able to set that up as default/template or I'm surely going to miss it sometimes.

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Hi Katie,

For 1, when logged in, can you click the ? at the top right, then click Send Us a Message so we can look into this further please?

2) No, this is only available on our Full Accounting plans from the Small plan and above. On the Basic Sole Trader plans, you can manually edit the email when sending it out.

3) You can view if an invoice has been sent by heading to Dashboard > Income > All > The blue envelope symbol in the status column will indicate the invoice has been emailed out.

Tommy

3 days ago

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