Invoicing - reckon accounts hosted
Hello, Can someone please help advise how I setup a second invoice for a company under the same trust, so company name trading as new business which will have different address and bank account but all going into the same trust at the end of the day.
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Just to clarify, is the issue that:
- you have a client the XYZ trust trading as company A, and
- you want to add a client company B also owned by the XYZ trust?
If this is the case:
- create a Customer XYZ
- make Company A a "job" under XYZ
- add Company B as another "job" under XYZ
This approach will enable you to manage all aspects of both companies separately but still produce combined reports and statements for all XYZ entities should they be required
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Thanks Bruce.
I'm not sure I explained myself properly. sorry
Can you setup accounting/ invoicing for two companies for the same trust.
Purchasing a 2nd premises/business where parts will run the same as the current business but the 2nd business will have a different address, account details and name etc for customers to pay into and to clarify where the invoices are coming from.
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I am sure the address comes from the details in company information, and so I can’t see how you could have a different address for another business, nor a different bank account. Can you not just setup a 2nd file?
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Hi @Sarahkate15
Providing they are grouped for GST under the same ABN. If not, the 2nd entity should have its own separate company file.
To create a 2nd Invoice template with different details:
- Duplicate your existing Tax Invoice template (right-click on it in your Templates list & select Duplicate … from the popup menu)
- Untick/delete the company details checkboxes
- Add … Text Box (in Layout Designer) with the manually-entered alternate details entered in there.
Edit/delete and add another text box (as per above) for the bank account details ☺️
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You cannot
Zappy 0407 744 914
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Awesome thanks Shaz,
It looks like that's what I'm chasing. So when preparing the invoice I just click the the drop down box and select the current or new invoice and away I go?
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