Setting a default invoice template

Jay Garland
Jay Garland Member Posts: 128 Novice Member Novice Member
edited October 2024 in Accounts Hosted
I have two invoice templates that I use - one for domestic customers and one for international customers (with SWIFT bank codes, etc. for invoice payment). Currently, Reckon Hosted uses the LAST invoice selected, rather than allowing you to link an invoice template to a customer. 

This has resulted in me sending the wrong invoice to some customers because I've not picked up I need to change the template that I'm using.

A great idea would be if you could assign an invoice template to a customer so that error doesn't occur.

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,381 Personal Range Elite Expert Personal Range Expert
    edited May 2019
    I agree

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,666 Reckon Community Manager Community Manager
    edited March 2019
  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 823 Reckoner Reckoner
    edited April 2020
  • Jay Garland
    Jay Garland Member Posts: 128 Novice Member Novice Member
    edited March 2019
    Yes - R1 looks good and I do like the look and feel of it - though I need the higher functionality of Reckon Hosted. I'm disappointed there seems to be little time and money invested into fixing the little bugs / making it easier to use online, etc.
  • Jay Garland
    Jay Garland Member Posts: 128 Novice Member Novice Member
    edited March 2019
    Can you log it for me?
This discussion has been closed.

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