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Custom Reports π₯
Custom reports allow you to make changes to any existing report in Reckon One by tailoring it to your specific requirements then save it for easy access in future! This helps you create specialised reports, along with saving time on reports you run regularly. Learn how to create custom saved reports with our how-to videoβ¦
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Receiving payments for invoices with Stripe π₯
Connecting your Reckon One book with Stripe allows your customers to pay your invoices simply from the invoice email itself! A receipt transaction for the invoice will be automatically created and the invoice will be marked as paid. This allows you to seamlessly and easily accept payments, have happier customers and getβ¦
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Customising your invoices π₯
Customising your invoices is a great way to add your businessβs look and feel, along with adding details that matter most to you when creating and sending invoices to your customers. Check out our video below to learn how to customise your invoice templates in Reckon One! https://reckon-1.wistia.com/medias/xhzmfnw5yj
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Creating and using Custom Fields π₯
Custom fields are a great way to add unique or additional information required for your business, customers and invoices. Check out our how-to video below to learn how to create and use custom fields with your invoices! https://reckon-1.wistia.com/medias/hemkez8whb
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Processing a cash refund from a supplier π₯
Processing a cash refund from a supplier is really straightforward and can be actioned directly from the Supplier Adjustment Notes screen. Check out our video below to learn how to handle a cash refund received from a supplier. https://reckon-1.wistia.com/medias/petkh5cxob
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Automated Invoice Reminders π₯
Automated invoice reminders are a great way to take the stress out of chasing up unpaid invoices. This how-to video will give you a step by step walkthrough on setting up automated invoice reminders in your Reckon One book. Check out the video here π https://reckon-1.wistia.com/medias/bz5zpil5kp
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Creating an invoice π₯
Getting started with invoicing in Reckon One? Weβve got you covered! Check out our quick how-to video that walks you through the steps to create a new invoice in Reckon One β from selecting your customer to adding items and sending it off. https://reckon-1.wistia.com/medias/44qkvcrxmz
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Creating an item in Reckon One π₯
Creating an item is really easy in Reckon One! Check out our how-to video below on a walkthrough π https://reckon-1.wistia.com/medias/r3d9inn4e0
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How do I create customers and suppliers in Reckon One? π₯
Creating customers and suppliers is super easy in Reckon One, check out our how-to video below for a walkthrough π https://reckon-1.wistia.com/medias/wzzr2cwn19
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Making a cash purchase π₯
Learn how to enter a cash purchase in your Reckon One book with our how-to video below! https://reckon-1.wistia.com/medias/jahwkdszh9
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Sharing your Reckon One book π₯
Sharing your Reckon One book is super easy and allows you to share your book with others like your accountant, bookkeeper or staff. Check out our how-to video below to learn how to share your book. https://reckon-1.wistia.com/medias/53wqiif4cs
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Reassign a payment on an invoice π₯
Reassigning a payment that has been applied to an invoice can be actioned in just a couple of steps. Check out our how-to video below for a walkthrough. https://reckon-1.wistia.com/medias/waa17f6yrr
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Making a General Journal entry π₯
Check out our how-to video below for an outline on how to make general journal entries in your Reckon One book! https://reckon-1.wistia.com/medias/ux2gsi1ul3
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Applying a credit to an invoice π₯
If your customer has a credit balance associated to them, it can be applied to an invoice in just a few clicks. Check out our how-to video below. https://reckon-1.wistia.com/medias/rzstmv25ce
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Setting approvals for bills & invoices π₯
You have the option to set approvals on bills and invoices so that only admins can approve them for payment. Check out our how-to video below for a walkthrough on setting up approvals in your Reckon One book. https://reckon-1.wistia.com/medias/wiw2deh8v0