Hi
Just signed up to using the free version for now. I have imported some clients and want to start playing about. However I do not want ANY emails going to the clients!! How do I disabled this?
Also - once live, we will not be using quickfile for invoicing, we have an online portal that does that. So again, dont want new invoices / invoices paid emails etc being sent out?
thanks
Hello @psybox
It is not possible to do this, however If you are not going to be using it for invoicing, why enter any email addresses at all?
If you don’t enter an email address for the client then QuickFile will have no way to send emails to them. If you still want to be able to search your client list in QuickFile by email address then you could enter the email address in one of the other fields (maybe the “account reference”) on the client record rather than creating an email contact.
To be honest I hadn’t appreciated that the system would auto send any email. Maybe removing the email would be the best way forward. Is this how others handle it who take online payments in other systems online?
Hello @psybox
When you mark an invoice as sent you have 3 options
Flagging an invoice as sent would add the values to the ledgers without sending an invoice by email
https://support.quickfile.co.uk/t/create-your-first-invoice/8813
Perhaps if your testing how things work create a “dummy” client with an email address that you can receive, this would allow you view what customers would receive in the future once you go live with the system. I’m not aware of any emails being sent automatically, all customer emails require some form of operator instruction.
Hi Alan,
Definitely will, but am looking at the bulk import functions first, as I am merging some brands into a new payment and support portal and looking to quick file to start importing and reporting on the new system. Time is not my friend unfortunately
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