30
VOTE
Status
Implemented
Workspace
Reckon One
Categories
Accounting
Created by
Guest
Created on
Sep 18, 2017
RELATED IDEAS
Receive money receipt
When a payment is received and processed, some users will want to issue a receipt document.
This could be printed or emailed
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ADMIN RESPONSEAug 23, 2020
This feature is now released. For further information see this help article: https://help.reckon.com/article/o4xfv8qxsl-receive-money#print_and_email_receipt
** UK release to follow within the week.
Hi Jason.
I can confirm I don't see any of the previously reported issues now.
I am very happy you have implemented this quick version, it definitely meets my expectations. Thanks again!
Hi Ales and thanks for the feedback.
Both of these issues should have been addressed this morning. Please check again and advise.
As for templates, we are re-writing our entire templates engine next year, so rather than hold this up, we wanted to get a quick version out without templates. I say quick, but the guys spend a fair bit of time on the design, especially handling the four different payment scenarios, so hopefully it's passable, and we'll definitely add customisation in when we overhaul the entire process.
Hi Jason,
many thanks, amazing, I love it!!!
A couple of questions:
I think there is a glitch - please see the attached file - sometimes there is a decimal number missing after PAID$ (not always, just sometimes)
Would it possible to add a tag <reference> for emailing - please see the second file attached. In addition, if I am trying to save changes in the Settings › General › Email settings, it says the changes have been saved but when I open it again, the changes are not applied (it's back to the default settings).
Do you also plan to implement management of receipt templates (Something similar to Settings › General › Manage invoice templates)? I know the more Reckon gives us, the more we want :-)
Anyway, it's a very handy feature and will save a lot of time.
Thank you.
Thank you Jason. I didn't think about Zapier integration, I will look at it.
Hi Ales, this has been scheduled for the second half of the year. I would say 4th quarter looking at what we have on for the next 4 - 5 months. You could look at integrating Receipts with Zapier (see Zapier.com) ; for example creating an email each time a receipt is added to Reckon One. We'll definitely add a process that is simple within the app though. Thanks again for your understanding.. with many competing priorities (for example right now our roadmap has been halted whilst we work on the JobKeeper provision) we are trying to do the best we can by as many users as possible, and definitely we'd do everything if we could.
Hi Jason, I am happy to pay extra for this functionality. It's really time consuming to create manual payment receipts. I understand your team is busy with other projects but I would appreciate if you could provide any implementation timeframe?
Hi Ales. I am confident we will add this functionality. Currently we are working on the top 2 ideas. As this particular idea receives more widespread support we will move it up the priority list. I hope that clarifies what work we schedule and why? Kind regards, Jason.
Is this going to be implemented or not? Thank you.
Receipt could also have an option to show remaining balance in the case of partial payments, any overdue carried forward, and balance due on the payment terms, eg 7 days, 30 days or COD. Displaying due date would need to be optional since R1 has limited options for payment terms at present.