Payment Receipt - email option when not applied to invoice

Hi Barbara. As noted above it is not technically possible to achieve this so cannot be implemented. The systems core code does not cater for a concept of "customer deposits" and we are unfortunately governed by the underlying logic.

We would suggest customising a sales receipt as we have seen some very good examples of "payment receipts" > Using the template editor you can rename most fields, add custom fields, change the print format and so on.

The other option which is common with construction and trades users, is to create an invoice internally that is effectively a deposit / part payment invoice. This does not need to be issued to the customer, and the ITEMS in the invoice can be attributed to sales, or indeed unearned revenue.

We would also not recommend entering payments not assigned to invoices as this can effect tax and BAS reporting.

Again apologies > we definitely take all of this feedback on board and have a very long list of features we want to add into our next-generation accounting products.

Thanks to the person who brought this issue to the for front. But having this as not being implemented is disappointing to say the least. This is a necessary for people who do receive a customer payments but has not been issued with an invoice at this stage. Its important for customer to get a payment receipt, a Sales Receipt does not look good sending this to customer. Please consider this to be done a lot of people pay prior these days before the invoice has been sent. In our business its a deposit, the customer needs to a get payment receipt for there records that we have received the payment. Customers are requiring this, ive never know a program that does not deliver this option.

Barbara

Thanks for the quick response.

I can���t quite understand why it���s possible to print a credit memo/note at least but not email that. It���s not the perfect look for a receipt anyway but at least there would be some kind of receipt of payment through that.
The sales receipt/invoice option you are suggesting doesn���t work for us at all since we don���t always know what the payment will be applied to.
We are none profit/ fulltime volunteer organisation and we have lots of donations and payment that come to us we have to first identify what they are for. With a payment we can recognize that we have received their funds immediately and then once we find out what it���s for we can direct it through an invoice to the right account.
We have so far worked around the system by using Credit notes but it���s not really looking nice either on statements of people because it says credit note rather than payment and it also give a minus entry that is super confusing.

I���ve been hoping/dreaming for the last 6 years that this correction can be made so we don���t need to hand write receipts for payments anymore. I can not understand why Reckon hasn���t made the effort to resolve that over the last 6 years. I���ve written contacted and pushed for a solution that I think is not just going to serve us but many others too.

Thanks for really considering a good solution for this issue which I think is a super basic function for any accounting system to give a receipt (just a receipt) for any payments you receive.

Stevie