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.
Thanks
Alan
Comments
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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"
Email: gwinter0808@gmail.com
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I was hoping that was not the case...
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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!)
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