RELATED IDEAS
Print a receipt when payment received from customer
Most of our customers require a receipt when payment of account is made and we are currently having to purchase receipts from an outside source and implement into our system. To be able to print straight from the "Receive Payments" would save a lot of double handling and added expense and paperwork.
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ADMIN RESPONSEMar 25, 2020
This feature has been completed and is available in Reckon Accounts 2020 R1 Desktop (AU, NZ) and Reckon Accounts Hosted (NZ only).
Reckon Accounts Hosted (AU) will receive the feature when the 2020 version is released. This is usually late June to coincide with the tax table / budget update, however with the current uncertainty around the Australian federal budget this release may be brought forward. All users will be notified if that is the case.
** Includes the ability to print AND email the receipt.
Release notes: https://help.reckon.com/article/btnrvoe4yz
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MERGED
Ability to issue receipt for each payment made against a Tax invoice
We are a real estate agency.
We raise a tax invoice on the seller for marketing expenses (lets' say $1,500).
These funds need to go into our agency trust acount.
Because the funds go into a legislated trust account (regulated by law), we are le...
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Implemented
7
MERGED
Print option needs to be included in the receive payments window.
I believe that the option to print a payment receipt is necessary for business. I have customers that don't pay all invoices in full - partial payments are made and receipts need to be issued. It is invonvenient to have to print a statement. All c...
0
Implemented
Hi
Reckon should enable users to issue a customized receipt to a customer.
Thanks
Hi Jason,
I am back again about payment receipts - unfortunately we can still not email them if there is a payment without any invoice that's attached to it.
So that means emailing really doesn't fully work just for a payment receipt.
For us that leaves us still with a not finished solution fo the required action above.
Since there have alreayd been 57 votes on this I don't think the right approach is to post this idea again. It's alread been voted on and is clearly a required feature. You have implemented your solution to the request but I don't think it meets the full requirements and therefore shouldn't be voted on again.
Again I appreciate what has been done so far but i don't think the project/idea should be shown as implemented since it's not full doing what it should do.
thanks for the quick response.
stevie
Hi Stevie. Please create a NEW idea as comments cannot be tracked or voted upon. Cheers.
Thanks for making it possible to print/email a receipt from the customer payments.
The next step now would be making a template available for us to change the layout and some of the wording on that receipt.
It would be very much appreciated if there could be templates for those just like for sales receipts or adjustment notes. It would improve the receipts a lot and we can adjust them to the need of our customers.
Thanks for the consideration.
Excellent! cant wait! :)
Yes, I am often asked for a receipt and have to manually write one. Having one print out or email is a necessity.
Yeah, under consideration. At least it's moving forward a bit. This idea has been there for over a year and also has other posts that are asking for the same solution. We have been working around this issue for years now and would really appreciate if that would be implemented very soon. At the moment we are using adjustment notes (because they can be emailed out) and we made an adjustment note template that says receipt on it. I found you can create a payment item and that then allows you to treat it like a payment on invoices. The sad part is that it looks very funny on a statement because it says credit note rather than payment and the amounts show up as minus dollar amounts and are confusing for customers.
i really hope this is getting implemented fast since it seems such a basic function to be able to print a payment receipt or email it to the customers.
thanks guys
I am still hoping that someone in software development picks up on this idea of being able to print from the recieved payments window to issue reciepts for payments made on invoices. Especially when partial payments are made. It has been a while. Some feedback would be great.
Also check a post earlier for same issue.
https://ideas.reckon.com/ideas/RKN1-I-219
I like the added options in that post even better.
But having more than one suggestion regarding printing payment receipts and emailing them should show the need for it to be made available. It's been something I have been writing and suggesting about for 4 years. I would think it's about time to have a solution for that.
Editor note: This link is for a Reckon One suggestion not Reckon Accounts.
Hi,
Its not exactly a Payment Receipt, but as a workaround, from the Receive Payment window, you could click the History button and then click Print on the History window, this will print details of the payment including a breakdown of the invoices it has been applied to.