Invoice template

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Julie C
Julie C Member Posts: 83 Reckoner Reckoner
edited June 12 in Accounts Hosted

Is an invoice template shareable? If so, does anyone have a good template. I am wanting to add a field for accepting credit card payments and payment options. I already have an added text box for EFT details. The existing template in Hosted looks very old and outdated

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Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,288 Reckon Community Manager Community Manager

    Hi @Julie C

    When it comes to sharing, templates can be exported and/or imported into your Reckon Accounts Hosted file. When you export a template, its saved as a .DES file so if you receive one from a fellow member it should be in that format.

    Upload it to your Q drive or a folder within your Q drive first and you can then import it into your file using Templates ➡️ Import.

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