Marking invoices as sent

melissagijsbers
melissagijsbers Member Posts: 3 Novice Member Novice Member
in Reckon One Ideas

I have a number of clients where invoices need to be uploaded to their portals, so I need to print to PDF to upload. It would be great if there was a way to mark these invoices as sent, rather than having to email them to myself so they are marked as printed in the ReckonOne system.

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  • Lucas
    Lucas Reckon Staff Posts: 533 Reckon Staff Reckon Staff
    edited November 3

    Hi @melissagijsbers,

    That's a really good feature request you have asked! I was just wondering If you would like to see something added on like a status changer?

    That you can use a drop down option and select the relevant status from inside the invoice/bills/estimates etc.

    Just a quick question, how many invoices does this affect in a typical month for your use case?

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  • melissagijsbers
    melissagijsbers Member Posts: 3 Novice Member Novice Member

    In another software, when you print the invoice it asks if you'd like to mark it as sent, even something as simple as that would work. Or a status changer. The main goal is so that I can see that invoices have been sent no matter how I send them

  • Lucas
    Lucas Reckon Staff Posts: 533 Reckon Staff Reckon Staff

    Thank you for providing that information! It really is good feedback and to know that this feature is desired from our users ๐Ÿ˜Š

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  • Rav
    Rav Administrator, Reckon Staff Posts: 14,113 Reckon Community Manager Community Manager

    Hi @melissagijsbers

    I was thinking about your use-case and while I don't have a solution in terms of marking the existing status column on the invoice list screen, I've put together a bit of a workaround using our custom fields feature that you may or may not want to consider.

    To put it simply, create a invoice-level custom field so that you can add your own status to individual invoices. For example, you could create a custom field that says something like 'Printed and Uploaded?'

    image.png

    This field will then appear when you create an invoice and will allow you to add a custom status such as Yes or No to indicate whether you've printed and uploaded the specific invoice. This will give you a visual indicator on whether you've actioned that specific invoice. (Click on the screenshot below for a larger view).

    image.png

    A couple of things to note -

    • This custom field won't appear on the invoice list screen. It will only appear within the individual invoice such as the example above.
    • Provided you don't toggle on the custom field in your invoice template, it won't appear on the printed or emailed copy of the invoice PDF but I assume you wouldn't want it to anyway.

    For more info on Custom Fields and how to use them, check out our how-to video here - Creating and using Custom Fields ๐ŸŽฅ

    Let me know if you have any questions on the above ๐Ÿ™‚

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