Reckon Product Ideas

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 until reviewed by our team.

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

  • Guest
  • Jun 29 2020
  • Unlikely to be implemented
  • Jun 30, 2020

    Admin response

    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.

  • Attach files