Tracking money in Reckon One
Eric Murphy
Member Posts: 224 Reckon Star
in Reckon One
We are trying to figure out the best way to track money in Reckon one.
Example: We have issued a estimate to a client which they have accepted and sent through a deposit.
How and where do we input this into Reckon One and once we have done this where can we see a list of all of these transactions?
Also is there a way that we can see a customer list showing how much each customer has paid and how much is owing?
0
Comments
-
I don't use Estimate module but in normal business practices Estimates/Quotes need to be converted to an invoice on acceptance, once it's an invoice you can make a part payment for the deposit. And then print the Invoice with the final balance due.
0