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

PMP
PMP Member Posts: 4 Novice Member Novice Member
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: 1,418 Personal Range Elite Expert Personal Range Expert

    goto

    Forms Designer

    Items

    Properties

    and fill in you address etc.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 502 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 Novice Member Novice Member

    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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