Monthly invoice / Aggregation of many invoices over the month

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Tony Evans
Tony Evans Member Posts: 2
edited September 2018 in Reckon Accounts (Desktop)
Hello,
I run a courier business, and we would do deliveries for customers daily. However we invoice them monthly.
Is there a way i can create a monthly invoice in Reckkon Accounts 2014? I'd like it to aggregate all of those daily invoices over the month, so I can simply send one invoice with a list of all the dates and and costs incurred each day, giving them a total.

Thank-you in advance,
Kind Regards,
Tony

Comments

  • Kevin Silberberg
    Kevin Silberberg Member Posts: 50
    edited July 2015
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    A monthly Statement will detail all of the Tax Invoices for selected Customers.  If you click on "Show tax invoice item details on statements" when creating Statements, the detail of each Tax Invoice will appear on the Statement.  Each Tax Invoice has its own date and number and so the notion of aggregating Tax Invoices to a single Tax Invoice would require a single date and number for the aggregate.  That would not reflect the fact that the Tax Invoices were raised on different dates with their own unique numbers.
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,085 ✭✭✭
    edited September 2018
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    Hi Tony, Curious to know how many invoices you create in a month more than 1000 or less

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Tony Evans
    Tony Evans Member Posts: 2
    edited October 2014
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    Hi Chandra,
    We only have approx 120 on account.
    Thank-you
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,085 ✭✭✭
    edited September 2018
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    Ok , Thanks, thats very small number .Good

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited February 2017
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    What I have done for another company is to enter every delivery in as a Sales order. Then at the end of the month prepare an invoice. It asks to use available Sales Orders, you can select all or the ones you require in the invoice. As each sales order has a separate number they show on the invoice, just change the column header to say Invoice No. You then have one invoice for all the deliveries and one invoice to receipt against instead of then selecting 120 invoice to make a payment against.
  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited February 2017
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    I forgot to say that you can also change the Sales Order Template to be like a Tax Invoice
  • Donna Barletta
    Donna Barletta Member Posts: 27
    edited August 2016
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    What about customer jobs. Each delivery is a job.