Customising invoice numbers in Reckon One

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  • Updated 1 month ago
Hi, I'm trialling Reckon One and would like to customise my invoice numbers. We need to issue some wholesale customers with specific invoice numbering which differs to our retail customers.
Can this be done, and how?
Thanks
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Anthony Stewart

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Posted 1 month ago

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Rav, Community Manager

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Hi Anthony,
At this stage you can change the invoice prefix however once the invoice starting number cannot be altered once the first invoice has been generated.

There is a feature request for this in place and its received a fair few votes and it looks like we'll be exploring the addition of this functionality into Reckon One soon.
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Data Rec, Employee

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Hi Anthony, 

As a workaround consider making use of the Reference code field.

You can customise the invoice template, in the Header section hide the real 'Invoice number" field by selecting "No" and instead display the Reference code field by selecting "Yes", where you can put your own specific invoice numbering format.

Or you can display them both. (likely preferable as tax invoices need to display specific information)

Regards,

Data Recovery Team