Invoice missing information

smithrj
smithrj Member Posts: 11 Reckoner Reckoner
edited February 20 in Reckon One

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.

image.png image.png

Best Answer

  • Jason_Z
    Jason_Z Reckon Staff Posts: 144 Reckon Staff Reckon Staff
    Answer ✓

    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.

    image.png

    *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.

Answers

  • smithrj
    smithrj Member Posts: 11 Reckoner Reckoner

    Thanks Jason, that's fixed it. I'd always assumed these settings applied to how the invoice was displayed on-screen.

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