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Invoices & Bills

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Option to design own invoice, bill and pay slip templates

This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
about 7 years ago in Reckon One / Invoices & Bills / Payroll 2 Planning to do

Automated email reminders for outstanding invoices

Reckon One should automate the process of chasing up outstanding invoices. Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice. Automat...
almost 8 years ago in Reckon One / Invoices & Bills 1 Planning to do

Add Bills to Recurring transactions

As we all have a lot of recurring bills this would be a great feature.
about 5 years ago in Reckon One / Invoices & Bills 15 Planning to do

Ability to Create Purchase Orders and then Convert to Bills to Pay

I have Clients that enjoy the product but need the facility to create purchase orders that are linked to projects and they can email to suppliers. Then they need the ability to convert these to bills to pay.
about 6 years ago in Reckon One / Invoices & Bills 2 Planning to do

Add the paid date to invoices

Add the paid date of an invoice so that when i go into my paid invoices I can quickly see when they were paid without having to go into the "view history" screen.
about 4 years ago in Reckon One / Invoices & Bills 1 New idea

Allow attachments to be sent with invoices/estimates

Ability to send photos, certificates etc with invoices and quotes
almost 5 years ago in Reckon One / Invoices & Bills 0 New idea

Customer Statements Efficiency / Batch creation

Make the process of creating customer statements more efficient. Right now its time consuming if you have lots to do. Tick them one at a time, then create statements, then go into each customer one at a time and click email. It's a long winded pro...
over 6 years ago in Reckon One / Invoices & Bills 1 New idea

Please include a function of capturing supplier invoices & receipts from my mobile phone and store this with the transaction.

I have lots of small receipts but I don't want to loss them, if I can use the Mobile Phone App to take photo and link that invoice to the transaction that I code from the App that will be great. Then when I open Reckon One on my computer (Anywhere...
about 5 years ago in Reckon One / Invoices & Bills 5 Future consideration

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

When previewing invoice templates, it should include the uploaded company logo

This will allow users to see their logo and check if is up to requirement.
over 5 years ago in Reckon One / Invoices & Bills 0 New idea