Company details on invoice not changing

Trish Ryans-Taylor

Hi guys, I have changed the Company Address in the Company Details section but it doesn't change on the invoice, what do I need to do?

John G

Hello Trish,

Welcome to the Reckon Community.

There are two address fields on the Company Information screen.  Only the first Address box is picked up on the Invoice Template;  the Legal Address is not used.  

Hope this helps.


regards,
John

Dean Fonte

Hi,

Quick question!!  I have amended an address in the company information screen in the first address box & the second ship to box.  For some reason the ship to box on the printed invoice is still coming up as the old address..  Any idea, what is going on there?

Richard_10863988

Samer issue here, cannot get an answer yet :-(

Acctd4

Hi Richard

Can you clarify further ? It sounds like the field on your template may be a manual text one, rather than the designated label.

Richard_10863988

Ahh, sounds promising Shaz, and thanks for your quick response! I have no idea how to check that though. Can you help me to check that, or steer me to an article that covers it please?

Richard_10863988

Incidently, I'm Mike, working for Richard. I assist him in areas like this.

To elaborate, when he generates an invoice, it invariably picks up an address for the relavant client (though it is often a residential or old address), not the last address typed for any previouse client. As such, it seems to default to some sort of "designated label"?

Acctd4

Hi Mike

With the invoice open on-screen, click on Customise:

This will take you to the Basic Customisation window. From here, you can click on Additional Customisation to quickly configure column & fields or the Layout Designer where you can further edit the layout & see the labels/data settings eg

As shown above, when you select a particular column or field, it will show you the actual designated label at the bottom of the screen.

Just as an FYI ... When an address is changed, the system will ask if you wants to change it permanently. If you say "No" to this, it won't update the actual customer record, only the address on that specific invoice 😬

Richard_10863988

Thanks for that Shaz, I shall try to give it a go before 1st client tomorrow.

Richard_10863988

Thanks again Shaz, but your screen shots look nothing like ours. I neglected to say we have Reckon Elite Practice Management.

cosmic

That's Tax software

Call Elite support

You will see the number on top

Of the bar.what you using Reckon Elite desktop or their cloud version subscription based

Richard_10863988

Yes, I know, they have gone quiet, can't seem to figure it out either.

cosmic

i will get you the number soon . . I use Reckon ELITE for last 10 years or so ,i have never used their Invoice system.

cosmic

Regards, 

Angelo Tsatsanis  

Elite Support Analyst

 

Angelo Tsatsanis  

Support Analyst

Angelo.Tsatsanis@reckon.com

thats the email to contact

Acctd4

Hi Mike

Ah ... your query is posted in the Reckon Accounts Hosted category so I assumed that was the product you're using.

There's a separate section on here for Elite: https://community.reckon.com/categories/reckon_reckon_elite so I'd recommend having a look/search in there as someone else may well have had the same query answered 😊