Invoice Type by Customer


Hi Everyone,

I have a bunch of client, some distributors, some retail , some resellers. Is there a way I can set the client type and have that select what invoice form is used with the correct discount structure applied.

Any advice appreciated.




  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,269 Personal Range Expert Personal Range Expert

    I dont think that is possible you just need to know which invoice layout you want to use for each type of client.

    Gerry id 6376

    Gerhard Winter

    Ph. +61 0418907140

    Reckon Store Next Door

    "Always at your Service"


  • AlanMedikan
    AlanMedikan Member Posts: 8

    I was hoping that was not the case...

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,482 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2022

    Hi @AlanMedikan

    The invoice layout is independent of pricing structures.

    There is a feature called Price Levels for this where you can set up & assign specific/discount prices to customer/job records which will autofill accordingly when you create a sales form (SO/Inv) under that customer/job.

    Which version of Reckon Accounts are you using ? (I believe this feature is only available in Premier & Enterprise)

    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!)