Consolidated line items on sales invoice

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Gemma
Gemma Member Posts: 60 ✭
edited February 2020 in Accounts Hosted

Is it possible to create a printable sales invoice that shows a collapsed/consolidated line for each item type? 

E.g. if I am charging 10 x labour items on 10 x lines for $1k each for a total of $10k can the printable invoice be programmed to show only 1 x line for labour at $10k? 

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  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 314 ✭✭✭
    edited February 2020
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    Hi Gemma,

    I don't think it is natively supported by Reckon Hosted. You will need a custom solution for this one. 

    If it is the case, I can help you to develop a quick tool that connects to your Reckon Hosted and print the invoice the way you want. Since it is a custom solution, there is no limitation. For example, you can add Term & Condition page at the end or as an additional page of the PDF, or even using the app to send emails with invoices attached to your customer (so no more generic email)

    Please let me know if you are interested to learn more about it.

    Thanks,

    Phuong

    phuong@cactussoftware.com.au


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au

    https://free.beanwiz.com.au/
    https://www.youtube.com/watch?v=O61SfV2bte8


  • Adrian_6974554
    Adrian_6974554 Member Posts: 191 ✭✭
    edited February 2020
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    Hello Gemma

    Are you entering in your time via timesheets?

    If not then you may want to have a look at doing this.

    When invoicing there is an option down the bottom to select Add Time/Costs
    You can then select the timesheet entries to the invoice.
    Then you have an option to tick to Print time and costs as one invoice item.

    Adrian

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,406 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited February 2020
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    Hi Gemma

     

    To confirm ….

    Yes …. & no – If you are using Time/Costs to transfer the lines, you can choose to consolidate these entries into a single line.

    However, if you are adding the multiple lines manually, then unfortunately that is how it will also display/print.

     

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    shazinoz2@bigpond.com

    www.accounted4bs.com


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Jacqui Allen
    Jacqui Allen Member Posts: 238 ✭✭
    edited February 2020
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    You could setup a group item and simply enter the multiple lines there.
    "A way of associating individual items that often appear together on invoices, purchase orders, and so on, so that all items in the group can be added to the form at one time."
    You have the option to print the group items of not.   Can I ask why are you entering multiple lines? Is it to track by employee or something?

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