Applying Government Rebates to Client invoices

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  • Updated 3 years ago
I am sure there is a simple answer to my query. On occasion I need to apply a Government Rebate to a Client Invoice to reduce their out of pocket.

By means of background the Government rebates are updated annually in the Reckon Item List and each has a unique Tax Code for the GST component also entered into Reckon, each % amount being different depending on the labour component. 

I am finding that when I enter the Service Item Code into the invoice it does not come up as a negative, reducing the invoice amount payable, and I have to manually change this.

Is there some way this can happen automatically? Is this something to do with the way the item is set up in the Reckon Item List?

As usual the Reckon help file may have information but its search engine is useless.
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Jonathan Galt

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  • exasperated.

Posted 3 years ago

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Kevin Bell, Accredited Partner

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Hi Jason,
Best to setup the item as a Discount item, allowing either % or $ also a gst tax code
Regards
Kevin
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Reckon FAQs, Employee

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Hi Jonathan,

Thanks for asking the Community.

use a Discount Item for your govt rebate - you can configure it just like a Service Item but it naturally deducts the amount from the invoice.

Hope this Helps.


regards,
John.