Tracking money in Reckon One

Eric Murphy
Eric Murphy Member Posts: 213 ✭✭✭

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?


  • syncmedia
    syncmedia Member Posts: 8

    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.