Make a difference by sharing your ideas with the Reckon product development team. Your votes will directly influence the product roadmap and help guide our products future direction.
Please note all new ideas remain hidden from public view until reviewed by our team.
Announcement: September 2023
We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.
Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.
Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.
It would be great if there was a simple way to email customers to let them know which invoices were overdue.
Currently we can pull up a report with overdue balance and contact details, but it would be better if we can email customers with their invoices that are overdue throughout the month, - not just statements at the end of the month.
Jun 22, 2020
Hi Sandy. Most users manage this by running statements as they do not need to be completed monthly. You can in fact send statements daily if you wish (with the correct date parameters).
There are additional options such as showing the invoice details on the statement.
Finally, also consider adding a new statement template.. possibly rename the title, or remove the overdue periods in the footer and so on, so it looks less like a statement.