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Invoices & Bills

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Receipts and payments to have clickable links for the associated invoices, bills and other transactions

When using the receipt and payment transaction forms, the 'Allocate' tab displays invoices, bills, CAN's, SAN's, expense claims and journals. Currently you can't access these transactions via the receipt and payment forms. Can we include a clickab...
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Option to make Bills, billable to customers

When I enter a bill I want the option (same as Reckon desktop) to bill that invoice received to a customer.
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Introduce 'Quotes' area within Invoices Module

The difference between providing an estimate and providing a quote from a businesses point of view is that an estimate is not legally binding whilst a quote is. Although there is the ability to re-title the estimate forms to be called 'quotes' th...
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Option to choose starting Estimate number

We should be able to set the first Estimate number. From community post: https://community.reckon.com/reckon/topics/how-to-change-estimate-numbering-when-starting-out
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Add contact 'titles' to pdf invoices

I would like contact titles to be shown on the invoices generated by Reckon One, e.g. 'Email:' 'Web:' etc etc. These titles could be optional, giving users the choice as to whether they want to include or not.
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Use creditors invoice number instead of generic Bill number as primary reference.

It would make more sense to have the creditors invoice number as the primary reference instead of a generic bill number. it's easy at a glance to reconcile statements and choose the correct invoice when making payments when looking at the same inf...
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea

Bpay on invocies (advanced formatting in the How to pay form)

Hi I Think it'd be great to have a way (even if its a very manual way) to be able to have Bpay payments as part of invoices. Either the ability to customize invoices to have the Bpay logo and manually add the CRN and biller code, or even just the ...
almost 6 years ago in Reckon One / API / Invoices & Bills 0 New idea

Confirmation of emails/invoices ie; recieved/viewed columns to track invoicing and email transactions

Useful for tracking emailed invoices/customer statements so we can see if the email has been received and viewed. would help with chasing up accounts outstanding.
almost 6 years ago in Reckon One / Invoices & Bills 1 New idea

New lines in description

When entering a description in an invoice, it would be really good if I could hit the enter key and start a new line within the description box, and even leave a line in between the details I am entering. Not sure if possible with the 'enter' key ...
almost 6 years ago in Reckon One / Invoices & Bills 6 New idea

Allow credit notes to be utilised from bill payment screen

Instead of having to 'add refund' from every single credit note allow these to be added to bills when making payments, this would not only make the process considerably shorter but would remind the account owner that they have credits outstanding.
almost 6 years ago in Reckon One / Invoices & Bills 0 New idea