Multiple Customers interconnected with multiple subcustomers

SumitGupta
SumitGupta Member Posts: 21 Novice Member Novice Member

Hi I have a business where I have to interconnect customers to sub customers

for eg For Customer A It can be billed to sub customers 1,2,3

and sub customers 1,2,3 can also pay for customer B, C, D

Is there any provision where while I am creating a Invoice I can choose a customer and for billing I can choose its sub customer (Sub customer can be multiple)


Thanks

Sumit

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  • SumitGupta
    SumitGupta Member Posts: 21 Novice Member Novice Member

    For eg My customer is A and I will supply products to A But some products for A will be paid by sub customer or agents 1,2 and 3

    and same agents should be able to pay invoices for customers B, C and others

    I want to do this

    can I do this in reckon

    i have about 300 customers and 300 agents

  • This content has been removed.
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    How do they want the invoices billed - under Cust A or under one of the sub Customers/Agents ?

    A workaround could be to use the shipping section to create each of the sub/agent details:


    ... then edit the template to use this name/address as the Bill To & change (or remove) the default Ship To template label.

    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!)
  • SumitGupta
    SumitGupta Member Posts: 21 Novice Member Novice Member

    For One job Customer A wants three bills

    one to be billed to himself A

    one to be billed to Agent 1

    one to billed to Agent 2

    and sometimes One as Cash

    Is there a way when Invoicing There is dropdown menu for bill to and I can choose between different billing addresses


    If I use ship to address as billing address all the invoices will be under customer A and I won’t be able to find out which invoice was for customer and which for the agent

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    You could create each as a separate Customer:job however this could get messy quite quickly.

    Where a different entity is paying, I edit the Bill To details just on the specific invoice - You could still create these in the Ship To section, just so you can select them on the invoice in order to copy & paste into the Bill To.

    In this scenario, I also use the Memo - on both the invoice AND the Receive Payment - to note the payee there. That way, you can search & generate reports according to the specific payee.

    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!)