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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 from public view until reviewed by our team.


Announcement: September 2023

We are currently well underway building our next-gen user interfaces, starting with Payroll web and mobile (released), Invoices mobile (released) and soon, advanced Payroll, Reckon Mate enhancements, and Time web.

Where appropriate we'll add features from the Product Ideas Portal to both old and new interfaces, or, where new is replacing old, we'll add to the new range only.

Thank you for your patience - whilst we understand building new interfaces and products takes longer than adding a feature, we are certain the new designs will ultimately provide a better experience for all our customers.

Regards,
The Reckon Product Team


Status New idea
Workspace Reckon One
Categories Invoices & Bills
Created by Guest
Created on Sep 27, 2019

Ability to attach a default template to customers in recurring invoices

Currently with recurring invoices one has to name the recurring invoice and setup the invoice individually for each customer.  It would be good to have a template we could setup with standard details and then attach that to the customer instead of creating one for each customer.   The ability to attach an already existing template or create a non standard one would be fantastic.

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  • Guest
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    Sep 2, 2023

    Can the Copy Invoice function be used to do this if the Invoice number is editable?

    Even better - if when copying the invoice there was a prompt that gives a choice of "retain invoice number" or "issue new invoice number", itwould save me hours as I have over 200 customers who have the same order filled every fortnight and I have to create new invoice each time.