Are there plans for customisable invoices in Reckon One?

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  • Updated 3 years ago
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Just wondering if there are plans for customisable invoices in Reckon One?

It's probably my graphic design background, but I would really like to see a fully customisable layout. For example I don't charge GST so I don't want the Tax Code or Tax columns to appear on invoices. I also don't need Quantity or Discount. My business is service based, so there's also no need for the Ship To field.

The ability to resize and reposition the logo image would be great as well, even being able to add more than one image.

Thanks for any info!
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Conrad

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Posted 5 years ago

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John G, Information Support Analyst

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Hi Conrad,

Welcome to the Reckon Community.

Yes there will be customisable invoices.  

The first release of Reckon will be built on over coming months so the functionality and the options will increase.  Don't forget that each module comes with 3 levels of functionality so some options will only be available  on the higher level.  

To keep in touch with forthcoming releases, see http://www.reckonone.com/modules and sign up for launch notifications.

regards,


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Gabrielle Saleeba

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These posts were 2months ago. When will this happen?
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Mirko, Alum

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Hey Gabrielle,

Welcome to the Community, and thank you for expressing interest in our new and exciting product, Reckon One.

As Reckon One is a new and constantly evolving product there are no set dates for feature releases. To be the first to know of new additions to the list of features within Reckon One, please follow the link provided by John and register for updates.

Thanks,
Mirko


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Boyd Attwell

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Can we pleeease have some ability to customise the content if not the look of the invoices. At the very least there needs to be a way of adding 'How to pay' information. I'm in the trial period and this could be the dealbreaker! Thanks
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Mirko, Alum

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Hi Boyd, thanks for your feedback. Our Development team are looking at enhancements for Reckon One at all times. At this point in time customisation options are limited see here for current customisation features https://community.reckon.com.au/reckon/topics/where_to_see_invoice_layouts

With regards to how to pay, as a work around you can paste text into "Notes to the customer" box.

I've passed on your suggestions to our developers for consideration in future updates. Cheers, Mirko

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Phil Davis

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Mirko, John, anyone,

How can it be that Reckon One users have been begging for the ability to customise invoice templates (add banking info, change layout, omit unnecessary fields, fix printing problems) for over a year and here we are, July 1st 2015, and you still can't do anything except add an undersized logo.

Please don't say that your developers are working hard to bring us features like this. I think your developers have been working hard porting to HTML5, making it modular and responsive, but not adding fundamental features like customisable templates.

I've been struggling for years using Quickbooks 2006/7 on Windows XP that I have to run under VM Ware because I'm a Mac user and guess what - after today I'm thinking of going back to it. And I'm a paid up Reckon One user.
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Conrad

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Agreed, it's not too good. It doesn't present your business very well when you're sending out basic, ugly invoices. I feel bad for any kind of designer who is using Reckon One...

I gave up, not using Reckon One in FY2016. Hideous site loading problems/connection issues last night just made me even more sure that I've made the right decision. Just hoping that I can get through my book work today without the same problems.
(Edited)
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frank

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i hear you - seems like the marketing plebs are the only ones allowed to post in this sham 'support' area.

add that to incessant timeouts and 404 not found and one wonders how reckon one works at all!
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frank

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yeah we believe you.
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Scott, Employee

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Hi guys,


Just an update on some of the requests raised in this thread.


1. The scenario where an invoice is created without tax codes (e.g. A non-taxed invoice) & the printed invoice template shows the 'Tax code' & 'Tax amount' columns is now fixed. The fix will be available in the next Reckon One update which is scheduled later this month.

2. The scenario where an invoice is created without line/row discounts & the printed invoice template shows the 'Discount' column is now fixed. The fix will be available in the next Reckon One update which is scheduled later this month.


For the following requests, the feedback has been submitted to the Reckon One development team.


3. The scenario where you don't require the 'Quantity' field to show on the printed invoice template.

4. The scenario where you don't require the 'Ship to' address to show on the printed invoice template.

5. The request regarding being able to reposition invoice logos.

(Note: Currently there are two invoice templates available, Standard Invoice & Professional Invoice. The logo positioning is different between these two templates, the logo is positioned to the top left of the invoice in the standard template and the logo is positioned to the top right next to the company information in the professional template.)

6. The request regarding being able to resize your logos.

(Note: In the upcoming release scheduled later this month, we fixed an existing issue where logos were appearing slightly warped/distorted in the templates.)

7. The request regarding being able to include multiple images/logos.

8. The request regarding being able to add/show your company payment information on the invoice template.

(Note: For the time being an alternate solution to show your payment information on the invoice template is to utilise the "Customer notes" section located on the bottom of the invoice form. This is a manual process for each applicable invoice. If you send out invoices via email then another alternate solution is to utilise the default email text option for invoices, which is located in the email settings screen. You can add your payment information here and it will be automatically included in your invoice emails sent from Reckon One.)

9. The request to have a fully customisable invoice.


Regards,

Scott.
(Edited)
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Scott, Employee

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Hi guys,

Just an update regarding the request to hide the quantity column on the printed invoice. A fix has been done for this and the fix will be available in the next Reckon One update (currently scheduled for the end of this month).

So when creating an invoice where you don't specify any quantities, the quantity column won't appear on the printed invoice.

Regards,
Scott.
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Alison Butcher

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+1 for fully customisable invoices
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Sarah

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hi, I have just signed up for the trial version and cant see anywere that I can add company info or logo to my invoices?


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Qwerty

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Hi Sarah,

Company information can be set via the "General Settings" screen. Click the Administration menu & select General Settings.

You can add a logo to an invoice via the "Sales Preferences" screen. Click the Administration menu & select Sales Preferences.

Note: There are two invoice templates, standard & professional.
I'm trying to remove the "ship to" address as it looks a little silly on a service invoice. Is this possible?
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Scott, Employee

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Hi Sam,

In the current release of Reckon One you cannot remove the 'Ship to' field from the printed invoice template.

This issue has been raised & logged with the Reckon One team.

At the moment Reckon One uses Microsoft Silverlight. The next update coming for Reckon One will be moving Reckon One away from using Microsoft Silverlight & to HTML 5.

In the HTML 5 version there are plans to allow for more customisation over templates.

I'm not aware of the release date for the HTML 5 version however it should be coming out soon (i.e. next few months). Also I am not sure whether or not the first release of the HTML 5 version will have the additional template customisation facility or if it will be introduced in a subsequent release.

As more news comes I'll update this community thread.

Regards,
Scott.
(Edited)
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frank

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6 months later that"Ship to" field is still there.

Ditto the "notes" field.

will these issues ever get addressed?
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Sharyn

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I'm currently trialling Reckon One. As you've recommended, I've included our bank details in the Customer Notes section - however, that detail now appears in my reports, which is not ideal.

I have two questions:

1. Will the next version include a 'how to pay' options.
2. Is it possible to change the report settings so it doesn't show 'customer notes', but instead the description? 

Thanks in advance,
Sharyn
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Scott, Employee

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Hi Sharyn,

Yes, there will be functionality to include you payment details within invoices. Currently I am not aware if this will be included in the first release of the HTML 5 version or if it will be available in a subsequent release.

In the current Reckon One release, the reports don't allow you to show/hide columns. In the HTML release reports will include show/hide column functionality for various columns within reports.

The application is still in development. As more news comes I'll update this community thread.

In regards to the current release of Reckon One & the scenario where you are currently including you payment details in the customer notes section of the invoice. If you're emailing out all of your invoices then another possible alternative would be to include the payment details in the invoice email body text. To configure the default email text for invoices, click the Administration menu > Email settings option > Invoices tab. Here you can include a default subject line & default body text.

Note: You can also include tags which link to the data fields for the applicable invoice.

<contact name>
<invoice number> 
<invoice date>
<invoice due date>
<invoice total>  


Regards,
Scott. 
(Edited)
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nullarbor

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Hi Scott
Which field does <contact name> pick up for Customers?
Under Customer there is no <contact name> field, so will it take the full business name (eg "company XYZ trading as MyBusiness" or "First name" for individuals?)
If it takes the business name, it will look weird emailing
Dear company XYZ trading as MyBusines...
I'd prefer to have another field that lets me put in the Contact Name (eg Fred, or position, eg "The Accountant")

I also really need the payment method ability in invoices - for one thing it clogs up reports and it also makes the onscreen listing of invoices unusable - you only get two or three invoices showing in a list insteaed of 10 or so because the Notes section blows out on each one. I don't like the idea of putting payment details in the email itself because often the client will who gets the email is not the same person that pays the invoice and then they need to go back and get (or print off) the email as well.

Looking forward to HTML 5 too as this will make it more compatible for Linux users.

Cheers
Lis
Earlier in the thread you said for bank details, copy and past to the notes, well I can't do this, I cannot copy from or copy to anywhere in Reckon one, every time I right click is says 'silverlight' and I don't get the past/copy option, in fact i don't get any right click popup menu only 'silverlight' in a little box.

As for the invoice changes, this has been a year since this thread was started, and it says in ..."a couple of months", well it has been 12 months and no news.

Can this get anymore unprofessional or embarracing after recommending a product than above - I have had to play with the address to get street and po box in, I have had to fiddle with the phone number because it only allows for LLine 02 xxxxxx and the email address doesn't fit, it goes over by one letter,... really looking bad.
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Scott, Employee

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Hi Lis,

Currently the invoice email tag <contact> is using:

* The 'Business Name' data of the contact if the contact type is configured as 'Business'

* The 'First name' + 'Surname' data of the contact if the contact type is configured as 'Individual'


I agree with what you have raised & I will submit this feedback to the Reckon One team... suggesting that for 'Business' type contacts that we should still have 'First name' & 'Surname' fields available (on top of the Business name & Branch fields) & utilise these fields for the <contact> invoice email tag. 

  

Hi Kim,

The thread below will provide you with some additional information regarding the paste issue you mentioned.

https://community.reckon.com/reckon/topics/right_click_to_paste

For now (until the HTML 5 release of Reckon One) you can copy & paste data using the keyboard shortcuts for copy (CTRL + C) & paste (CTRL + V).


When I last enquired about the status of the (highly requested) issue of not being able to include payment details by default for invoices, I was told that it will be included in a release/update after the HTML 5 release goes out. I agree 100% with all the user feedback on getting this included asap.

There have also been multiple requests regarding having more control over invoice template layouts/customisation to bring it on par with the invoice designer within Reckon Accounts. This feedback has been passed on & acknowledged by the Reckon One team. 


Thank you for all the constructive feedback you have posted. Once I know more i'll update this post like I have done previously when new news becomes available to me.   


Regards,

Scott.

(Edited)
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Qwerty

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Hi guys,

Today's Reckon One update includes the functionality to add payment details to invoices.

General settings > Day to day > Selling > Invoices > Payment details

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Caterina Facchino

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OMG! No way?! Well that's an exiting feature.
one in 50 not bad, any  news about logo or customising the invoices so they look better????
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Andrew

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And only took over a year to arrive!!! So 2018 should bring custom invoices!!
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Renèe, Alum

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Hi guys,

As mentioned above Payment Options has been added to Reckon One under the General Settings, Day to Day, Invoices. 

If you have wants / ideas of features and functions we want to know! Please submit them through the ideas/suggestions. 

https://community.reckon.com/reckon/topics/new
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Andrew

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OH Reckon..... payment options != customisable invoices
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Renèe, Alum

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Hi everyone, I just wanted to let you know that we are actively and constantly working on our products and we do listen to to you.

It is not just marketing people on the forum, I am the Training Specialist for Reckon and there are PPs, AP's dedicated community forum staff and many others. 

We do want your feedback you just need to ensure you submit it into the right area under suggestions / ideas as that is where we look directly for the customization and update ideas. 
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Andrew

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Hi Renee, so now we need to put feedback forward in a special way for Reckon to even look at it? Shouldn't that be the job of Reckon Employees to comb the forums and pick out the users feedback etc?
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frank

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aaah Renee - your comments would hold so much more credibility if the promises of your colleagues were not over ONE YEAR old.  Wheels of development turn s l o w l y  at reckon.
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Renèe, Alum

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Hi Frank,

the request for customisation may be a longstanding one but Reckon Evolution is only 4-5 months post release. We are constantly updating and trying to include requested improvements.
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Fiona O'Leary

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I find this hard to believe. I've worked on some basic customisation of invoices in prev jobs (over 15 yrs in finance), and it's not that hard. I spent hours setting up projects, items, etc, and the invoice just lists 'service' and the amount. How is this helpful??? I can't send that invoice out, so it looks like my only option is to recreate it in excel where I can get the info I need to show the cust. I'm not paying for a product that can't do the one main thing most of us need it for - sending invoices.
I'm literally speechless about this. Do you want me to come in and help you??

I try so hard to support local companies but this kind of stuff makes it near impossible. Looks like it's back to Xero... however I can't get back the 3 hours I've spent setting everything up in Reckon. 
So disappointing.
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frank

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reckon sure is not working on capacity issues - how many times at end of month do i get 404 not found, unspecified error and timeout issues?
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Andrew Hellier, Employee

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Hi Frank,

If you have another issue unrelated to the OP's topic can you please either start a separate community thread or contact our support team on 1300 756 663 (option 2)

Otherwise please email your username and contact details through to reckonone@reckon.com and I will organise a support call to resolve your issue.

Cheers,
Andrew
(Edited)
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frank

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with pleasure.
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Andrew

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Fiona O'Leary - Check Quickbooks Online out if you're shopping around (its not owned by Reckon). Cheaper than Xero.

Renee - Umm ok!? "Reckon Evolution is only 4-5 months post release".... And? This question was asked 2 YEARS ago... as in 20 months BEFORE Reckon Evolution was released. So not sure what your point is, but please explain. We're all waiting and listening!

Once again, this thread is becoming classic Reckon 101 Support, ignore all the comment and bits of feedback, toss random bits of things out there like the product is only 4-5 months old. Its not, this is Mk II of the product, yet Reckon still failed to deliver something customers have been asking for 2 years now!
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Andrew Hellier, Employee

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Official Response
Hi All,

As Renee has stated customisable invoices templates are currently in development and being treated as a priority.

The improved functionality will be available to users as soon as possible.

We thank you for providing your ongoing feedback and will post an update when possible.

Regards,
Andrew

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