Can you show invoice numbers next to payments on customer statements

Kim B
Kim B Member Posts: 9

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

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 3,272 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Don’t think this is possible

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭

    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


  • Charley
    Charley Member Posts: 541 ✭✭✭

    If you put the Invoice # in the reference then it will come through on the statement as PMT# 1234

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited August 2021

    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

    shaz@accounted4.com.au

    https://accounted4.com.au

    (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!)