Estimates - no bank details when converting to Invoice

Not really an 'Idea'. This is a bug and should be corrected ASAP!

When we convert from an Estimate to an Invoice, our bank details are not automatically imported into the Invoice.

This resulted in several invoices going out to our customers without them. The customers had to request our bank details which made us look bad.

Very unhappy with the solution that I have to manually type in these details each time I convert an Estimate!

☹️

Comments

Rav

Hi @lj278

I think we might need a little more info on this one.

I've just tried testing this out in my book and in my case anyway, the payment details from the estimate came through to the invoice once it was converted. See example below (click on it for a larger view).

Convert Estimate to Invoice - Payrment Details.gif

Just to confirm, do you have payment details listed on your estimate settings and are they switched on?

lj278

It's a bit of a process to find the Manage Templates screen (quite awkward), but I eventually found it and…

Yes - The 'Payment notes' is marked as Yes.

And… The Payment Notes display on my Estimates with an empty box.

Rav

From the Settings screen from your screenshot, click on Money In ➡️ Estimates ➡️ You'll find the payment notes section there.

To check whether Payment Notes is actually switched on click on Manage Templates under Estimates then click on Footer

lj278

It's a bit of a process to find the Manage Templates screen (quite awkward), but I eventually found it and…

Yes - The 'Payment notes' is marked as Yes.

And… The Payment Notes display on my Estimates with an empty box.

I use the 'Standard Estimate' template

Rav

Ok great, in that case add the payment details that you'd like to appear on the estimate in the Payment Notes field and don't forget to click the Save button.

When you next create an estimate, the payment details will appear on the estimate and they will carry over to the invoice when the estimate is converted to an invoice.

lj278

Thanks very much Rav. It would have been great if your customer service rep could have told me that a week ago when I spoke to him about this problem.

Even better if it had have been set up with the rest of the system when we migrated to you last December.

Reckon One Announcements & Important Info

Don't miss announcements and important info for Reckon One.

Click Here

Reckon One Help Videos 📽️

Check out our Reckon One how-to videos for tips & tricks and help with common tasks!

Button

Reckon One Ideas & Feature Requests 💡

Got a cool idea or want a new feature in Reckon One? Let us know here!

Button

Find more posts tagged with

Component react.online had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, latest, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.