Idea, linking an item to a customer

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Geoff Bryant
Geoff Bryant Member Posts: 53 Reckoner Reckoner
edited October 2024 in Reckon One

99% of my customers are regular monthly customers and pay the same amount each time. I have set up items for each of them. It would be great if you could allocate the item to the customer so that it loads the default item each time you created an invoice.

The same as pay items are automatically allocated to an employer when a pay run is created.

Comments

  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    Why dont you use memorised transactions?
  • Geoff Bryant
    Geoff Bryant Member Posts: 53 Reckoner Reckoner
    edited March 2017
    Where, in the mobile app, do you find memorised transactions?
  • Zappy
    Zappy Accredited Partner Posts: 5,322 Accredited Partner Accredited Partner
    edited August 2019
    Thats a great question. My mistake I imagined you were referring to the desktop product. I apologise
  • LyndaC
    LyndaC Member Posts: 52 Novice Member Novice Member
    edited May 2020

    Hi Geoff

    Have to tried to use the copy invoice function? 

    This function is on the full version, and I can't see it on the mobile app. for you to use.

    I have found that in some instances that going to the full version on your tablet is easier for these added benefits as the app is really quite condensed.

    Thanks

    Lynda




  • Geoff Bryant
    Geoff Bryant Member Posts: 53 Reckoner Reckoner
    edited March 2017
    Hi Lynda,
    No I haven't tried that but I will have a look now.
    thanks.
    Geoff.
  • Geoff Bryant
    Geoff Bryant Member Posts: 53 Reckoner Reckoner
    edited March 2017
    Hi Lynda,
    Yes that could work for now, thanks for the suggestion.
    Geoff.
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