How do I use the Reference code instead of the Invoice number field in a printed invoice
You can only have one sequence.
By default, the starting number is “1”.
In the Book settings, there’s a section called “Day to day” in which the “Money in” settings allow you to set the starting invoice number.
If you want to ‘skip’ a number, you would need to enter ‘dummy invoices’ to increment the numbering sequence until you reach your desired number.
If however, you want to have the flexibility of assigning a specific 'invoice number' out-of-sequence, then making use of the Reference code field instead of the default Invoice number field can allow this.
1) On the top right corner of the Reckon One screen click on the ‘gears/cog’ icon’ and then select the Settings menu option
2) Go to the section “General” and click on “Manage invoice templates” to change its settings
3) Expand the “HEADER” section
· Select the specific template you want to modify in the “Template name” drop-down list
· Set the “Invoice number” to No so that it is not displayed, whilst setting the “Reference code”field to Yes
A preview of the template will now show only the Ref #
Note that the word "Ref #" cannot be changed to "Invoice #".
A printed copy of that invoice using that specifric template will now show only the Ref #
Regards,
Reckon Data Recovery Team
Regards,
Reckon Data Recovery Team
How to ask good questions on the Reckon Community
Data Services Tip - Try this first before requesting a data service
Comments
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Thanks.
Still have my fingers crossed for the option to edit invoice numbers in a future upgrade but in the mean time this is a good work around
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