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Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Jul 27, 2020

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Batch creating invoices

It would be useful to be able to batch create invoices and apply to many customers at once. E.g. registration fees to all customers

  • ADMIN RESPONSE
    Jul 28, 2020

    This is possibly not exactly the workflow you require, however this is how the application handles batching.

    1. Create a memorised invoice for each relevant customer ie ones who belong to a particular group such as Monthly fees.

    2. Create a memorised group.

    3. Add the memorised transaction to the group.


      Note: You can have the group as a standing order, or set to Don't remind me so you can trigger the group manually.

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