Invoice Type by Customer

AlanMedikan

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.

Thanks

Alan

GerryWinter

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

AlanMedikan

I was hoping that was not the case...

Acctd4

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)