Customise invoice template

  • 1
  • Question
  • Updated 4 months ago
Hi folks,

I'm wanting to re-customise some invoice templates, but I'm after something very detailed and specific. 

I'm not sure of the customisation abilities in this product, and don't know who/where to start.

Would I be looking for a reckon partner? I'm using Reckon Account Enterprise -Contractor edition.

Any help in steering me in the right direction would be appreciated.

Britt
Photo of Britt

Britt

  • 70 Points
  • unsure where to start.

Posted 4 months ago

  • 1
Photo of Kevin Whiting

Kevin Whiting

  • 250 Points 250 badge 2x thumb
Hi Britt.  I got a friend (better at PC stuff than me) to make me a *.png file containing my details, ABN, logos etc.  The background was transparent and he used 600 DPI so that everything looked good at A4 size.  Not sure what software he used - it might have been Corel Draw or something like that.  I imported this into my templates (Invoices, Statements etc) so I could email or print. This approach would allow for backgrounds, "watermarks" etc.  Obviously you need to decide what goes into the png overlay and what you use from Reckon.  I moved all my business stuff into the png and just used Reckon data for Customer and Invoice/Statement details.

Hope that helps.

Kevin
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 35,314 Points 20k badge 2x thumb
Ring me Im an AP Kevin 0407744914