Invoice template margins and how to fit invoice on one page

bmistry
bmistry Member Posts: 34 Reckoner Reckoner
edited March 16 in Reckon One

I want to increase column width for description so that the invoice ca be fitted on one page. See the recent invoice as attached. It looks so unprofessional to send 2 page invoice which can be simply one page invoice. How to format a template layout and margins? There is no "additional customisation" available.

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Answers

  • Lucas
    Lucas Reckon Staff Posts: 367 Reckon Staff Reckon Staff

    Hi @bmistry,

    I just saw your idea posted a few moments ago. Thank you for providing more detail around this and we'll merge these together for you.

    Thank you and speak soon.

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,645 Reckon Community Manager Community Manager

    Hi @bmistry

    We're working on a number of improvements in the area of invoices right now so we'll most certainly take this feedback on board.

    In the interim, (and please note this largely depends on your requirements) something you could potentially look at is disabling some of the columns that you may not necessarily need or want to show on the invoice template. For example, in your screenshot I can see the Project, Service Date and Account columns have no data on that specific invoice.

    Granted, its only one invoice but if you're not using these features and/or data on the invoice, perhaps consider disabling them from the invoice template. Screenshot example below.

    While I can't say this would completely solve things for you, it would free up a bit of a space on the invoice at the current time. The ability to resize the description column is certainly being worked on so stay tuned for those improvements.

  • TanD
    TanD Member Posts: 2 Novice Member Novice Member

    I am currently only using Reckon Payroll and I am considering using Reckon One for our invoicing. I have been using the demo book as a trial but I am not liking the invoice entry screen. We too have long descriptions on our invoices and your suggestions above allow for the description to be wider on the final invoice but I would like to see the Invoice entry screen customisable eg. disabling columns not relevant eg. discount, service date & allow the description column to be widened and stay widened. I have used the 2012 desktop version in the past & the Invoice entry & Invoice template were fully customisable to suit our personal requirements, so I was hoping to see this feature in Reckon One. Thank you for the opportunity for input.

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,645 Reckon Community Manager Community Manager

    Hi @TanD

    Appreciate the feedback 🙌

    The good news is, we've got some work happening right now that will provide enhancements in all of the above! 🙂

    Stay tuned, we'll have announcements here on the Community as we get closer to release.

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