Bulk Invoices Set Up

RENAE HUTCHESON

Using Reckon Accounts Hosted. Bulk invoices - 'similar' item.  Client wants to send out annual membership fees (700+) and trying of easier way than input each one manually.

Below is example of template:

Membership Fee 2020/2021       0.00
Club Support Voucher                 0.00
Non-Participation Levy                0.00
Hardstand One                            0.00
Hardstand Two                            0.00
 
Would like to have this template for each invoice and then adjust accordingly.

Thanks in advance
Renae

PhuongDo

Hi Renae, I can create a quick tool that run through a list of your member customers (can be a text file or any format) or directly from Reckon (with a field or flag to indicate it is a membership). The app the will create n invoices for these customers with all the items that you want prefilled. Then you can go thru the invoice to adjust accordingly. Let me know if it makes sense. My email is phuong@cactussoftware.com.au Thanks, Phuong

cosmic

Renae
Are you looking a 3rd party tool
Or like to use iif excel feature?
This option is fiddly but your cost is minimal to create a 3rd party tool the cost bit higher than above option
Cosmic is offering free for business especially in processing sales or bills 500 bills or invoices
We are Accountants and developers for very long time for Reckon
Call me on 0407068942

Acctd4

Hi Renae

 

You can either:

 

• Setup & use a “Group” Item or
• Memorise an existing Invoice as a “template” that can be regenerated at any time for any client

 (or both) 

 

A Group Item is a single “Item” containing multiple Items from your Item List.  Instead of entering each of the 5 Items in your example, you would create one “Group” Item with each of these in it.  You then just enter the Group Item on the Invoice & the 5 Items we prefill.

 

To create/re-use an Invoice “template”, simply open a previously-entered one, then click on Edit (along top toolbar) then on Memorise Tax Invoice in the dropdown menu.

 

Memorising Transactions for auto-entry is a great timesaver in other scenarios too eg Bank Fees, Interest, Loan Repayments etc – for any regular/systematic payment paid or received.

You can choose to have the system enter it on a specified time frequency &/or on a particular day, ongoing or for a set number of times.

 

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

www.accounted4bs.com

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PhuongDo

Hi Renae,

If you still need some helps for this problem. I can explain a bit clearer of what the tool can help you. Basically, you can set up an excel file looks similar to the one below:



You can have more or less item, and your list of customer/member can go on (the list can be exported from Reckon).

It will be very easy for you to go through and set up the price for each customer and then have the app to read this file and import into Reckon as invoices. And you don't have to do anything further, all set!

I hope it makes sense.

Thanks,

Phuong

RENAE HUTCHESON

Thanks Phuong - looks great! I am meeting with Club late tomorrow afternoon and will discuss.  How do I get hold of you direct?

PhuongDo

My phone number is O4 3one 863 49 eight. Thanks.