Invoice missing information

smithrj

Hi, I've just noticed that the invoice as seen on the Reckon website differs from that sent (as a pdf) to clients via email from the Reckon platform. Specifically, the "Item Price" & "Discount" lines are missing (see screenshots attached). This resulted in a client overpaying us, as they didn't see the discount amount on their invoice. Can this be rectified?

Thanks.

Jason_Z

Hi @smithrj

The contents of the invoice can be modified in Reckon One to include the additional information such as the "Item Price" & "Discount" lines.

If you go to Settings > General > Manage Invoice templates, you'll find the option to toggle these additional details on or off.

*The Preview button, located under the Save button, is also useful for seeing how the invoices will appear to your clients when adjusting the options.