Debtors Invoicing... can we have a feature that highlights outstand invoices when creating a new inv

Julie McIntyre
Julie McIntyre Member Posts: 9 Novice Member Novice Member
edited October 11 in Accounts Hosted
Debtors Invoicing... can we have a feature that highlights outstanding invoices, either at the point of creating the new invoice or on the actual invoice that is emailed to the client.

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  • Unknown
    Unknown
    edited August 2019
    This content has been removed.
  • Julie McIntyre
    Julie McIntyre Member Posts: 9 Novice Member Novice Member
    edited January 2017
    Happy New Year
  • Jacqui Allen
    Jacqui Allen Member Posts: 239 Reckoner Reckoner
    edited January 2017
    Can I suggest you create multiple invoice templates 1new is a new inv 2copy is copy & gentle reminder 3firm copy/more harsh reminder. If you prefix with a number by default it will select the 1new when creating, when you send say 2copy the invoice is saved with this which in turn reminds you where you up to with chasing payment. If you happy with the format you are using now, .template list >right click the template >select duplicate now double click and select manage templates (top of screen) and rename according and add the additional info or upload something like this
    image

  • Unknown
    Unknown
    edited August 2019
    This content has been removed.
  • Jacqui Allen
    Jacqui Allen Member Posts: 239 Reckoner Reckoner
    edited January 2017
    I know the product well, I started out with IHA back in1992 followed by QuickBooks and now Reckon, she's my baby . . . .   Sometimes you just have to think outside the square.
  • Jacqui Allen
    Jacqui Allen Member Posts: 239 Reckoner Reckoner
    edited January 2017
    FYI it's Jacqui
  • Unknown
    Unknown
    edited January 2017
    This content has been removed.
This discussion has been closed.

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