Home and Business 2021 - How do I add my company details to Invoice Template

PMP
PMP Member Posts: 4 ✭
in Personal Plus and Home & Business

I have the latest version of Reckon Home and Business on Windows 11.

I have selected the Company Address on the Invoice Form Designer.

Where do I populate the Company Address so that it shows on the Invoice?

Thanking you

Peter

Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,147 Personal Range Expert Personal Range Expert

    goto

    Forms Designer

    Items

    Properties

    and fill in you address etc.

    Gerry 0418907140 

    [email protected]

  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 458 Accredited Partner Accredited Partner

    Click Business menu (top menu bar)

    Invoices & Estimates

    Design Forms

    Create Invoice / Estimate

    Make sure you are on the Invoice Default Layout

    click the drop down arrow and click <Customise>

    No

    Tick Conmpany Address

    Click the Arrows next to Company Address

    Complete the company address information

    Click OK

    Click Layout (top left)

    Click Save

  • PMP
    PMP Member Posts: 4 ✭

    Thank you to both Gerry and Robyn,

    I was doing what you suggested, however, the data was not showing 'live' on the Template, so I didn't believe it was working. Found the print button which printed the Invoice correctly.

    Thanks again.

    Peter 😀

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