Can you show invoice numbers next to payments on customer statements
When sending a monthly statement to customers which shows invoices for that month along with payments, I would like to be able to show next to the payments what invoice it was for. Cannot seem to do this which is pretty frustrating. Any advice would be appreciated.
Best Answer
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Thank you. That is a good idea.
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Answers
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Donβt think this is possible
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Hi Kim,
If you really want to have this feature, I can help you by creating a custom solution. It can export the monthly statement the way you want.
Let me know if you are interested to learn more.
Thanks,
Phuong Do / Reckon Developer Partner
phuong@cactussoftware.com.au
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If you put the Invoice # in the reference then it will come through on the statement as PMT# 1234
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As Charley suggested, use the Inv # in the payment detail (I always enter "Inv xxx" in the Customer Payment Memo field as I prefer to use the payment's "Reference #" as the Pymt No. (eg "EFT", chq # etc):
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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