Invoice report that includes credit notes

Jean_10862158
Jean_10862158 Member Posts: 138 Reckon Star Reckon Star
in Reckon One

I cannot find where to get a net invoice list, ie Invoices minus credits. Nor any list of credit notes at all. Much appreciated if that can be done.

Another thing, with the invoice list, I am having to manually deduct GST from the invoice total to get to the true sales value of invoices. Can't find any other way to do this.

Answers

  • klaura
    klaura Reckon Staff Posts: 493 Reckon Staff Reckon Staff

    Hi Jean_10862158,

    Have you tried using the Customer transaction Report?

    Reporting › Reports centre › Reports>Customer>CUSTOMER TRANSACTIONS.

    It provides reports for all invoices and credit notes issue to a customer.

    As for the Invoice list, as it turns out, we don't have the feature you need yet. You can, however try this report.

    Reporting › Reports centre › Reports>Tax> Tax code transactions.

    You can also visit our website Reckon Product Ideas and suggest a feature or vote for a feature that has already been suggested by another user.

    I hope it helps.

    Best regards,

    Karren

    Kind regards,

    Karren.png

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