Reckon hosted e-invoicing question.

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Suzanne DiStefano
Suzanne DiStefano Member Posts: 62 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: 399 Reckon Staff 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: 62 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: 399 Reckon Staff 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: 399 Reckon Staff 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: 62 Reckoner Reckoner

    Thank you for clarifying Karren.

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff

    No worries.

    Feel free to reach out anytime.

  • Suzanne DiStefano
    Suzanne DiStefano Member Posts: 62 Reckoner Reckoner

    Hi Karen,

    I have completed the set up for eInvoicing following Reckon's guide that you have referenced above. I have invited my customer that wants to received invoices this way. On the invitation that is sent to them, there is a link, it just takes them to Reckon's homepage though. The link doesn't allow them to accept the invitation. Does this mean that they have to subscribe to a Reckon product in order to receive eInvoices.

    This is the link my customer received from Reckon's eInvoicing invitation - https://www.reckon.com/au/accounting-software/invoices

    Thanks and regards,

    Suzanne

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff

    Hi Suzanne DiStefano,

    The customer is not required to subscribe to Reckon. Has the customer you are trying to invite registered their company for E-invoicing on the Peppol network using their accounting software?

    Best regards,

    Karren

  • Suzanne DiStefano
    Suzanne DiStefano Member Posts: 62 Reckoner Reckoner

    Hi Karren,

    Yes, they are already registered on peppol.

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff

    Hi Suzanne DiStefano,

    I will consult with the team and provide you with an update shortly.

    Best regards,

    Karren

  • Suzanne DiStefano
    Suzanne DiStefano Member Posts: 62 Reckoner Reckoner

    Hi Karen,

    Thank you. They cannot see where they are to accept the invitation. Is it within Peppol?

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff
    edited February 19

    Just to be clear.


    It is not required to send out the invitation if your customer is not using Reckon and is using another software. These contacts can only be added in Reckon Hosted with their ABN. Reckon will search Peppol for your customer's account using the ABN

    The Invite button is catered to Customers who use Reckon to streamline the process.

  • Suzanne DiStefano
    Suzanne DiStefano Member Posts: 62 Reckoner Reckoner

    Thanks Karen.

    Another question please. In the Reckon eInvoice user manual it said that when the invoice has been sent as an eInvoice, it will show this within the actual invoice on our Reckon file. I can't see this. Where should it show?

    Thanks

  • klaura
    klaura Reckon Staff Posts: 399 Reckon Staff Reckon Staff
    edited February 19

    Hi Suzanne DiStefano,

    Do you see a Memo at the bottom of the Invoice? It should tell you if that Invoice has been delivered as an E-invoice.

    You can also check your E-invoicing in the Portal whether invoices have been sent as E-invoice.

    I hope it helps.

    Best regards,

    Karren

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