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Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Dec 12, 2018

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"Comments" column in "Invoice overdue" section to record results of call or contact

This would allow me to track history of conversations about payment and persons spoken to .

  • ADMIN RESPONSE
    Dec 12, 2018

    It is worth noting (pardon the pun) you can use the NOTES section of the invoice history to record conversations and persons spoken to, plus any other information that may be relevant to the transaction. 

    When you open an invoice (or other forms) click on the view history link in the top right-hand corner.

    Then click Add note to type in your text. When saved this also enters a timestamp against the note. 

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  • Admin
    Jason Hollis
    Reply
    |     Dec 13, 2018

    Our pleasure and thank you for your kind words. Regards, Jason and the team. 

  • Guest
    Reply
    |     Dec 12, 2018

    Thanks for that tip . Love your great program even more !