How do i setup defaul payment terms in Reckon One?
Catalyst Painting Solutions
Member Posts: 3 ✭
How do i set default payment terms for a customer, ie: due on receipt, 7 days, 30 days etc?
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Comments
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Hi Rod,
Payment Terms are not available in this first release of Reckon One. It should be part of the next module to be released - Time and Billing - soon.
regards,
John0 -
Thanks for the reply. Having to calculate a payment date manually really has nothing to do with time & billing. The option should be there to set a default payment term in customer set up. Cheers1 -
Hi Rod,
Just thought i'd post an update on your question.
You are correct when saying that terms is separate from the time & expense module features. The time & expense module was released last week (10/09/14) & terms were not part of that update/release.
Terms will be coming in an upcoming update/release. As far as I am aware they will be included as part of the invoicing module features.
Regards,
Scott.
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Hi Rod, Today's Reckon One update includes payment terms for customers & invoices. As long as your book has the invoicing module enabled then you should now have payment terms functionality. The 'Administration' menu has a 'Payment terms' option available where you can create/edit payment terms. You can assign customer default payment terms by viewing the applicable customer profile, then click the 'Payment terms & credit limits' tab. Regards, Scott.1
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Hi Scott. Is this feature also available for suppliers? It seems like I need to manually put in the due date for each bill I raise - it would be great to have default payment terms for suppliers so the bill due date could be automatically calculated.0
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Reckon ONE --> Settings -- General Settings --> Day-to-Day --> Selling
This is where there is presently an "invoice Payment Terms" settings area for customers.
But no equivalent for the ......... --> buying <TAB> for Supplier payment terms (yet).
Hopefully highlighting this as an IDEA for inclusion.
Gary0 -
when is this going to be available for supplier
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