invoice licence number

Gareth Bailey

Industry licence numbers on invoices

Gareth Bailey

I run a refrigeration contracting business and by law I need to have on my invoices my industry registration/licence. This applies to plumbers and electricians also. I´ve had a look through the invoice templates, general settings and the like and I cant find an option to input my registration.

Is there an option for this or am I just looking in the wrong place?

Kwikbooks (Professional Partner)

Hi Gareth

No such option, in fact customising Reckon one Templates is still limited and has been the source of many a topic.

The work around would be play with the address /phone/ contact details or even write it after the ABN, in the general settings section until you get the lic. number to follow the address or phone number.

David Rolfe

I have the same issue, need to put a REC number in the header section.  Any Fix Yet?

Glenn_10336226

I'm trialing Reckon at the moment and as an electrician I also need to include my licence number on the invoice........surely Reckon are able to cater to licenced trades?

Kwikbooks (Professional Partner)

Hi Glenn

I want be in reckon one until the weekend I will have a look and get back to you, they have made some improvements in the 4 years.

If you cannot find anything, see if you can add a text box to the template or use one of the phone number or Fax number options for your lic. in the meantime

Glenn_10336226

Thanks Kwikbooks, appreciate it.

Datarec

Hi Glenn,

Try using the Invoice field called "Reference Code": (if you are not using it already for something else)







Regards,

Reckon Data Recovery Team

Glenn_10336226

Thanks, but the reference number is already used for the customer's order number.

Glenn_10336226

Anyone?
This is going to be a deal breaker for me.....

Glenn_10336226

Everyone relax, worked it out, there is a 'Custom Text' field available for the 'Professional' invoice template.

Kwikbooks (Professional Partner)

Hi Glenn

sorry I didn't get back to you, I have not been available. Was about to tell you about the Custom Text.  
Also if you need the custom text for anything else, you could look at putting it on your logo, or it might fit after your ABN: xx xxx xxx xxx  Lic xxxx

Rav

Hi all

I know this post is an old one now but in case anyone comes across it in future, Reckon One supports the ability to create and use custom fields. This allows you to create your own data fields for company, customer and invoice information and have these appear on your invoice templates.

For example, you could create a custom field for a trade industry licence number in your company information and have that display on new invoices you create.

Check out more information on Custom Fields here - Creating and using Custom Fields 🎥