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Invoices & Bills

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When making a payment, option to select "bill date"

It would making paying bills (after the date) much faster when making payments, especially if you haven't done your books for a while!!
about 1 year ago in Reckon One / Invoices & Bills 0 New idea

Email settings Invoice template add special tag contact name

So that when you generate the email to customer it can say "Hi contact name" instead of "Hi Organisation name" - in my invoices I want to generate an email that says hi to the first name of the accounts person I am sending to.
about 1 year ago in Reckon One / Invoices & Bills 0 New idea

Create Invoices from Timesheet (Time Track) Data

Using the item or service description, date, hours worked and the Client or Supplier name (match to Supplier details loaded in Reckon One) from the timesheets created in Time Track, it should be possible to generate an invoice for the supplier. Th...
about 1 year ago in Reckon One / Invoices & Bills 0 New idea

Make the item column narrower when printing invoices and estimates instead of half the page width

It is ridiculous that the item column takes up so much line space on the page when printing or saving as pdf. Leaves hardly any room per line for the description.
over 1 year ago in Reckon One / Invoices & Bills 6 Future consideration

Add search option to Amount column

I wonder if you are considering adding another search option to Amount column. There are three existing options - above, below and equal. How about between like you did for Date column? Appreciate your consideration.
almost 2 years ago in Reckon One / Invoices & Bills 0 Already exists

Search invoices by Product Sold - for product recalls, warranty information etc

You should be able to filter and search invoices by the product has been sold and who they have been sold to. Currently there is no way to search product sales. We believe it is extremely important to search which customers a product has been sold...
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Font size on estimates

Considering the original request was dates 2018- it's now 2022- could something be done to allow for changing the font size in Estimates - Reckon one please.
almost 2 years ago in Reckon One / Invoices & Bills / Other 1 New idea

Template quote terms unlimited word count or customizable

Templates in Reckon One has a limited customization and therefore the option to add more section is not available. Can you update the templates section for estimates to have more word count for terms and conditions so as to we are able to use it m...
almost 2 years ago in Reckon One / Invoices & Bills 0 New idea

Need to have option to bill by Project with reference fields at Project level included in the invoice header

We typically bill our client organisations spearately for different Projects and need to be able to specify PO numbers, Contract numbers etc in the Header, taken from Fields in the Project set-up, including the Project Description (!). Manually in...
about 2 years ago in Reckon One / Invoices & Bills / Projects 0 New idea

Customer Tax Receipts from Reckon One

I would like to be able to email (or print) my customers a Tax Receipt once they have paid their invoice from my Reckon One account?
about 2 years ago in Reckon One / Invoices & Bills 0 Already exists