how to print customer statements in accounts hosted

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  • Updated 7 months ago
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HI, sorry but I'm very new to reckon....I cant seem to find where you can print a customer statement? I can see the report but I cant find where I can produce one to the customer
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Rochelle

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Posted 1 year ago

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John Graetz

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Rochelle.  You will find it under the Customers Tab at the top of the screen, then scroll down to Create Statements.
John L G
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Rav, Community Manager

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Hi Rochelle,

Welcome to both Reckon and our Community :) 

There's a pretty comprehensive help section on statements in the 'Help' menu within Hosted itself but to get started, head to Customers > Create Statements 

You'll have the option of print or email methods.

Let me know if you have any questions.

Cheers
Rav
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John Graetz

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As the question raised by Leigh around 13:04 on 16/2/2018, which linked to the above post, doesn't appear here, one can only assume that it has been deleted because Leigh found the necessary skills to find the "Create Statement Tab"  If so, well done Leigh.

John L G

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Leigh Wolinski

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Yeh.... I realised that you had to select the invoices (check the box) then (as if by magic) the statement option appears! My skill set grow.
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John Graetz

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Leigh.  There seems to be something very strange about the way you are doing this.  Give me a ring on 0428 695454 and I should be able to help you.   John L G

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Rav, Community Manager

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Reckon One
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John Graetz

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Thanks Rav.  Makes more sense now!!  Cheers  John L G
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Rochelle

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thanks everyone have it sorted :)