Duplicate or Copy Invoice

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  • Updated 8 months ago
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I need to duplicate or copy an invoice, does anyone know how to do this in Reckon Hosted? Not save it as a memorised transaction, eg once done up an invoice right mouse click and go copy invoice so it is raised with the next invoice number in line (an invoice might have 23 lines but only need to change 1)
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Sharon

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Posted 8 months ago

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Hi Sharon

Memorising it will achieve what you're needing. You can set it up with "Don't Remind Me" & just right-click on it in your Memorised Transactions List to enter each time.  It will automatically generate the next sequential invoice number. 

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


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Sharon

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My memorised list would be ridiculously long. Nor is this the easiest option as no two invoices are the same, but if one needs amending or crediting, rather then re-doing the entire 20+ lines of an invoice just to duplicate. That and the Director of the business does not like that option.

Unfortunately, there's not a specific "Copy" feature, memorising is the closest thing.
However, you don't have to keep the transaction(s) in your Memorised List though:

  • Open the invoice/credit you want to copy & memorise it.
  • Re-generate a copy (from within the Memorised List) then delete that Memorised Transaction out of the List.   

 

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

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John Graetz

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I agree with Shaz.  To accommodate your specific request, the option provided by Shaz will provide what you want, but it then becomes a cumbersome and time consuming process, purely because you don't want a rediculously long memorised transaction list.  To have a rediculously long memorised transaction list must mean that you also must have a "rediculously" long customer list, but that doesn't seem to be an issue for you.  I point this out to you though, that it is not going to take you any greater time to call up a memorised invoice (by typing in the start of the customer name), change the line or lines that you need to change, re-memorise it, than it would be to go to your specific customer, "copy" the last invoice and finalise it.  Perhaps you may wish to reconsider as to which option is going to work the easiest for you.
John L G
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Kevin Russell, Accredited Partner

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Can't be done