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Status Unlikely to be implemented
Workspace Reckon Accounts Business
Categories Hosted only
Created by Guest
Created on Jun 29, 2020

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Addition of sales receipt onto statements

I run a small swim school where some clients pay in full and some pay in instalements. We do not raise invoices on each client as there are alot of variables that need to be asked before payment. When some have asked for a statement, it only shows invoices and payments and not their sales receipts. Can this be a tick box to include ass transactions

  • ADMIN RESPONSE
    Jun 30, 2020

    An invoice can act as a sales receipt by including a PAYMENT type line item. This then removes the need to use the CUSTOMER PAYMENTS process.

    Once created, you select the item and enter the amount paid on the invoice (it will appear as a negative amount) which reduces the invoice balance. This item acts the same as the payment option in a sales receipt.

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