Customer address on invoice

Jolynne
Jolynne Member Posts: 4 Novice Member Novice Member
in Reckon One Ideas

customer address is a tax requirement and already captured in the customer record, it makes sense that this would be standard on an invoice or at least an option to add on without making a third address field through custom fields. This is enough for me to consider moving platforms

1
Up
1 votes

New idea · Last Updated

Comments

  • Eric Murphy
    Eric Murphy Member Posts: 436 Reckon Hall of Famer Reckon Hall of Famer

    The invoices I create all have my customers addresses on them. Perhaps check if you have them switched on in the template settings if it's not coming up

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff

    Hi @Jolynne,

    Do you just require the address of the business or shipping as well?

    Please ensure your customer details are filled out:

    image.png

    If you are still unable to see your customer addresses, please go to Settings > Manage invoice templates:

    Let me know, if you require further assistance.

    Lucas Andrews
    Technical Support Representative

  • Jolynne
    Jolynne Member Posts: 4 Novice Member Novice Member

    Hi Everyone, I have both address fields populated, and when I go into manage templates there is NO customer address field option check box.

    When I asked support they said the feature is not available - Eric are you using a particular version of Reckon One? I wonder why mine isn't showing if yours is.

    It's not for postage, it's for tax compliance purposes

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff

    Hi @Jolynne,

    I have requested access to your Reckon One company and I would like to investigate on why this may be occurring and get back to you.

    Thank you.

    Lucas Andrews
    Technical Support Representative

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff
    edited September 2

    Hi @Jolynne,

    I've observed in your book that invoices do have the customer addresses attached specifically INV0088 for example, could you please provide additional information on why you think the addresses are not appearing?

    Are you missing other fields of information that you would like to be displayed instead?

    Thank you.

    Lucas Andrews
    Technical Support Representative

  • Jolynne
    Jolynne Member Posts: 4 Novice Member Novice Member

    Thanks so much Lucas! See INV0087 - I think I know what the issue is, SHIPPING ADDRESS is pulling through, when there should be an option to select postal, shipping or business. Can you confirm this is what I'm meant to do to rectify? It would be great to have a copy to all function, so we don't need to copy the address details two extra times

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff

    Hi @Jolynne,

    Yes, that's what your supposed to do here. Also, we have been in talks with development on a copy function from the business address as we understand how this can be confusing. Hopefully, we make changes down the line to allow for a smoother flow.

    Thank you.

    Lucas Andrews
    Technical Support Representative

Categories