Tracking money in Reckon One
Eric Murphy
Member Posts: 216 Reckoner
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
Categories
- All Categories
- 6.6K Accounts Hosted
- 15 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 6 📢 Reckon Accounts Desktop - Announcements
- 1.4K Reckon Payroll 🚀
- 32 📢 Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos 🎥
- 24 Reckon Mate App
- 2.6K Reckon One
- 8 📢 Reckon One - Announcements
- 12 Reckon Invoices App
- 15 Reckon Insights
- 99 Reckon API
- 308 Point of Sale
- 1.9K Personal Plus and Home & Business
- 66 About Reckon Community