Invoices with Horizontal Lines

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Carol Wooley
Carol Wooley Member Posts: 17

Hi there

Just wondering if there is any way that Invoices to customers can have horizontal lines after each item? For some reason a client is requesting ''lines'' after each chargeable item on their invoices (think other accounting software does this). Perhaps it is because it helps with the importing of PDFs into other accounting software?

Thanks

Carol

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Not that I'm aware of - The template can be edited quite significantly in terms of colour & style formatting, including different border lines around specific fields or columns, but this can't specifically insert lines in between Item rows 😬

    I've not heard of that being an issue for importing before 🤔

    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 *

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    (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!)
  • Charley
    Charley Member Posts: 548 ✭✭✭
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    Why not just use a bigger space between items

  • Carol Wooley
    Carol Wooley Member Posts: 17
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    Thanks Acctd4 & Charley

    Yes I have customised the Invoice template as much as I can, put borders around each cell/section etc but they actually want horizontal lines after each item 🤔🤷🏻‍♀️ which I don’t feel was possible🤔.

  • Carol Wooley
    Carol Wooley Member Posts: 17
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    Example of what is required is attached - sample invoice from Xero - see how it has lines between each item?

    This is something similar to what client requires in Reckon

  • Kris_Williams
    Kris_Williams Member Posts: 3,492 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    I enter many bills for my son’s electrical contractor’s business, and I have to say that only a small handful of them have lines like these. I’m not saying it’s a bad idea but it’s not too common in my experience

  • Carol Wooley
    Carol Wooley Member Posts: 17
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    Thanks Kris - a customer is requesting (Debtor) Invoice to be done with lines so just trying to accommodate that request (not sure why they need lines) but apparently it is required on their end ?

  • Kris_Williams
    Kris_Williams Member Posts: 3,492 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Don’t think it’s possible in Reckon, and as I said the same in a number of other programs that I gather from other suppliers

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,105 ✭✭✭
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    Only way its possible , is building and add on tool which can be exported on to this tool , which is based on cloud technology like Xero does. Cosmic Invoice has cloud looking Invoice format with coloured lines etc

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,142 Reckon Staff
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    Hi @Carol Wooley

    Would a placeholder item, with a name like "-----" or " _______" and a description of "_______________________" work for the client as a workaround?


    It may not look very good, so the suggestion by @cosmic may be more suitable.

  • Carol Wooley
    Carol Wooley Member Posts: 17
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    Oh Thanks Reckon Data Recovery Team

    Actually I did think of that too - I tried to just type a line "_______" as an item but I will have to see if the clients want the line to go ÄLL across the width of the invoice then that is a problem too

    Thank you again so much to everyone for your valuable contributions/suggestions and assisitance in this matter/query - greatly apprecaited


    have a lovely evening all