Invoice template

Julie C

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 The existing template in Hosted looks very old and outdated

Rav

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.