Reckon hosted e-invoicing question.
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
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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
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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
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Hi Suzanne DiStefano,
I'll get back to you on this one. Still confirming it with the team.
Best regards,
Karren
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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
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Thank you for clarifying Karren.
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No worries.
Feel free to reach out anytime.
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