Strongly Agree.
Need an Estimate feature same as desktop with notes and terms and conditions and how to pay to be added and available on Reckon Invoice App for giving an estimate to client on site. and if approved convertible to an invoice from the app, too. ASAP.
This is must add for people like myself that work mainly off a mobile because we are always on the go.
We cant be driving back to a computer just to send an invoice, and you cant just be making invoices for people who don't follow through this would in deed make you daily work a lot more cumbersome..😲
Yes, quotes and the option to turn them into invoices automatically from the mobile app is much needed for my tradie clients
Unusre which Reckon, but here have apps for reckon hosted
Reece this is for the Reckon One app for invoices, not hosted.
On the invoice app when I press the + icon I can select new invoice, or new customer or contact. Can we add in a 'new estimate' or 'new quote' option, where I can use to send a quote off to a customer?
we now have this in Reckon one https://www.creatacrm.com.au/reckon_one.html here is the video of us linking data, i need to do more videos, as its a bit too much info (not relevant to this post) .. but we can create a (estimate, Sales Order or invoices in CreataCRM and then send to Reckon One as a invoice, hence we can use out Andriod or Apple apps, to create the Quote and send it to reckon one, this is more for field agents, We are simply expanding features to help Reckon One
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