Reckon hosted e-invoicing question.

Suzanne DiStefano
Suzanne DiStefano Member Posts: 48 Reckoner Reckoner
in Accounts Hosted

I am looking at setting up e-invoicing at the request of one customer, we have about 400+ customers and no one else uses it yet. If I set up e-invoicing does this mean that all invoices we email going forward will be sent as an e-invoice or do we have the option to choose whether the invoice is sent as an email with pdf attachment or an e-invoice format?

Answers

  • klaura
    klaura Reckon Staff Posts: 255 Reckon Staff

    Hi Suzanne DiStefano,

    Reckon has an option to send PDF. We have a KB here that provides further details about the E-invoicing.

    eInvoicing - Reckon Accounts Hosted - Reckon Help and Support Centre

    I hope it helps.

    Best regards,

    Karren

  • Suzanne DiStefano
    Suzanne DiStefano Member Posts: 48 Reckoner Reckoner

    Hi Karren,

    Thanks for that, I have read that document.

    I just wanted to be sure that once we have signed up for invoicing that we can still send a PDF if needed. Can you confirm that is the case please?

    Thank you,

    Suzanne

  • klaura
    klaura Reckon Staff Posts: 255 Reckon Staff

    Hi Suzanne DiStefano,

    I'll get back to you on this one. Still confirming it with the team.

    Best regards,

    Karren

  • klaura
    klaura Reckon Staff Posts: 255 Reckon Staff

    Hi Suzanne DiStefano,

    E-invoicing is driven by ABN, it will send e-invoice automatically. But to avoid duplication, on the second attempt, it will send via email as pdf attachment or traditional form.
    The client won't receive an e-invoice if the ABN is removed from the client list item.

    Let me know if you need further clarification.

    Best regards,

    Karren

  • Suzanne DiStefano
    Suzanne DiStefano Member Posts: 48 Reckoner Reckoner

    Thank you for clarifying Karren.

  • klaura
    klaura Reckon Staff Posts: 255 Reckon Staff

    No worries.

    Feel free to reach out anytime.

Categories