Automatic Invoicing

Howardsmith
Howardsmith Member Posts: 1 Novice Member Novice Member
in Accounts Hosted

Hi there,


Here is what i would like to do and i want to see if Reckon is capable,

Each month we send out monthly invoices of the same amount to our clients. Currently these are memorized and each month i change the invoicing period (June to July) and then manually send out to each customer. Is there a way for reckon to automatically change the invoicing period to the next month of each invoice, and then send all of them out at once in batch? This would save some time each month and I would have thought that Reckon was capable of this.

My next question is whether it is possible to send automatic reminders to clients for overdue invoices. Once an invoice becomes overdue, can reckon automatically resent the invoice with a reminder that it is overdue?

Any help or clarification on the possibility of this would be much appreciated.

Howard

Comments

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,371 Personal Range Elite Expert Personal Range Expert

    That would be nice if it could be done.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,608 Reckon Community Manager Community Manager

    @cosmic is this something you might be able to assist @Howardsmith with via Cosmic Invoices?

  • Eric Murphy
    Eric Murphy Member Posts: 220 Reckon Star Reckon Star

    Would be interested to know if there's an integration that could do this

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend

    Eric

    You mean 3rd party integration or by Reckon itself

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Unknown
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  • sanitybookkeeping
    sanitybookkeeping Member Posts: 6 Novice Member Novice Member
    edited October 27

    Is there a solution ? Is it is possible to send automatic reminders to clients for overdue invoices. Once an invoice becomes overdue, can reckon automatically resend the invoice with a reminder that it is overdue?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @sanitybookkeeping not automatically unfortunately 😔

    This feature would likely be challenging to implement because RAH isn't cloud-based. Whilst it's an "online" experience for us as the end-user, we're all actually just accessing Reckon's servers (hence the name "Hosted") 😬

    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!)
  • sanitybookkeeping
    sanitybookkeeping Member Posts: 6 Novice Member Novice Member

    Well that is disappointing - Thanks for getting back to me

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,124 Reckon Legend Reckon Legend

    My next question is whether it is possible to send automatic reminders to clients for overdue invoices. Once an invoice becomes overdue, can reckon automatically resent the invoice with a reminder that it is overdue?

    Did you look at eBility love to know how that goes

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

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