RECKON ONE - How do I download my Reckon One subscription invoice?

Rav
Rav Administrator, Reckon Staff Posts: 16,644 Reckon Community Manager Community Manager
edited February 2018 in Reckon One
Hi everyone,

If you're unsure on how to access your monthly subscription invoice for your Reckon One services, this post will outline the easy process to do so.

Please follow the steps below to download the latest tax invoice for your Reckon One subscription.
  • Navigate to the 'Billing' area (Company > Billing)
image
  • Select the 'View Invoice' button next to your Book and subscription details
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If we can be of further assistance please do nothesitate to contact us on 1300 RKN ONE

Comments

  • Yasmin
    Yasmin Member Posts: 13 Novice Member Novice Member
    edited July 2017
    Hey Rav, some questions about the new invoices. 
    1. Can it be set up to automatically email me like it did previously?
    2. Can books be combined on a single invoice? It's going to be annoying to download 8 separate invoices every month...
    3. (If no to the above) Can the invoice please include the book name? (Or maybe I just can't see it on there?) Once I've downloaded it, I have *no idea* which book that invoice belongs to!
  • Dave Dennis
    Dave Dennis Member Posts: 29 Reckoner Reckoner
    edited November 2017
    I agree with Yasmin. Why can't this be automatically emailed to me like it was previously? Also the Customer ID and Invoice Number on the downloadable pdf are demented (or encrypted?).
  • buccarasta
    buccarasta Member Posts: 12 Novice Member Novice Member

    It would be common sense to have an annual statement rather than have to download each monthly invoice. Is this possible?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,644 Reckon Community Manager Community Manager

    Hi @buccarasta

    If your Reckon One subscription is billed on a monthly basis then we are required to provide a monthly invoice for each month of your subscription.

    If you opt to change your Reckon One subscription to annual billing then you'll be issued one invoice that spans the full 12 month period of your subscription.

    Just a note - if you currently have a promo applied to your subscription you won't be able to switch to annual billing until that promo ends.

  • buccarasta
    buccarasta Member Posts: 12 Novice Member Novice Member

    Thanks for the info Rav. How do I switch to an annual fee?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,644 Reckon Community Manager Community Manager

    @buccarasta

    I can't show you the full end to end process but the below should get you headed in the right direction.

    Select the menu button on your book ➡️ Settings ➡️ Modify your plan ➡️ Toggle to the Annual Billing option ➡️ Continue ➡️ Follow the prompts and complete the purchase

    Example below, click on it for a larger view.

    R1 - Switch to Annual.gif

  • buccarasta
    buccarasta Member Posts: 12 Novice Member Novice Member

    Thanks Rav, different display from yours but found it.

    Appreciated😊

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