Customising invoice numbers in Reckon One

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Anthony Stewart
Anthony Stewart Member Posts: 1 ✭
edited July 2019 in Reckon One
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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  • Rav
    Rav Administrator, Reckon Staff Posts: 15,389 Community Manager Community Manager
    edited July 2019
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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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  • Datarec_ReckonLtd
    Datarec_ReckonLtd Reckon Staff Posts: 1,062 Reckon Staff
    edited July 2019
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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

    Regards,

    Reckon Data Recovery Team

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