Invoice - Terms & Conditions Page 2

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I'm using Reckon Accounts Pro 2014. Is there any current Reckon program that would enable me to attach Terms and Conditions to a Tax Invoice i.e Page 2 or do I still need to attach a separate PDF when I email the Invoice? 
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Tanya Marshall

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Posted 1 year ago

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Kevin Russell, Accredited Partner

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Have you searched the forum? This question has been answered several times. Yes there are a number of different options.
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Tanya Marshall

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I have searched the forum and there haven't been any fixes that I can find, only as I suggested in my post to attach a separate PDF everytime which is not user friendly
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Kevin Russell, Accredited Partner

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I did a quick google search and found one in 3 seconds called biopdf. It will allow you to print a doc and merge it with your t&c in one step. Of course you still need to email it.
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Kevin Whiting

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We have the same challenge ("automatic" emailing from Reckon of Quote/Invoice with integrated T&C).  Unfortunately we have not found a way to do it other than manually adding the T&C text to every Invoice, either as an Item or simply as extra text.  Both of these options look rather ordinary, so we use the PDF "joining" technique, as above.
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Darren T

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WTF? Why cant they come up with something that is more usable for the average joe contractor or business person that is not too PC literate or knows how to use pdfs etc who are using reckon?
Would seem to be a great help as most business's need T&Cs attached to each invoice and to do it manually seems impractical.
Imagine having to add your header or footer to each and every invoice separately... its done via the template function so why cant a provision be put in there to add T&Cs? 
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Kevin Russell, Accredited Partner

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Darren did you even read my suggestion? Have a look at the other sme software suites and let me know what you find. I'm joking of course. They all work exactly the same way. Using a laser printer to print your terms and conditions every time is inefficient and wasteful. They should be incorporated into a pre printed form which Forms express will do for you at a very reasonable cost.
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Darren T

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Kevin, the point people are trying to make is that the ability to add Ts&Cs into the invoicing template or as a selectable add on suck as with an item etc should be built into the system.

Having to reply on a third party's product to enable Ts&Cs to be sent with an invoice is illogical for a product that is based around invoicing!

They have the system set up so you can email each invoice direct from the invoice data entry page which works very well, so where's the problem with adding a T&C text box or page to the system? Hell I'll happily pay more per month if they need to see a return on setting it up and believe other users would too.   
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Kevin Russell, Accredited Partner

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Or Darren you could do what 90% of businesses do and refer people to your website for terms and conditions. Either way
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Darren T

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No Kevin, that wont work for me either as being a small business (which is what reckon is for isn't it?) I do not have a website as there is no need for one and the associated costs that go with designing, maintaining and paying for a website.

The CCA act states that a copy of its terms (one page is sufficient space to comply with the act in that regard)  must be sent to customers along with the invoice in order to gain the protections afforded by the act.

BTW, If I did do what 90% of businesses did I'd be using some other form of invoicing system......
 
(Edited)
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Kevin Russell, Accredited Partner

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If these are account customers the terms of the sale should be incorporated into your credit agreement
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Darren T

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As mentioned above, the act states that the terms must be sent with the invoice, that's why many Electricians, Plumbers, Builders and larger contractors etc have it printed on the reverse side of their invoice printed on their large expensive printer.

Just adding it to a credit agreement does not comply with the act.  
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Kevin Russell, Accredited Partner

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Can you point me to the relevant section?
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Darren T

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Sure thing, read section 20 (3) and (4)
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Kevin Russell, Accredited Partner

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Of what?
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Darren T

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Er... by you asking "which section" I took it you were aware of which act the CCA was. If you are an accountant or similar you may wish to advise any clients of yours who do not currently use it of it's existence. 

Try google, "CCA 2002", its the Construction Contracts Act 2002.

FYI;

The section reads as follows but by all means, look it up yourself and you will see what many contractors are using to protect themselves from non payment of work done.

20 Payment claims

(1)

A payee may serve a payment claim on the payer for a payment,—

(a)

if the contract provides for the matter, at the end of the relevant period that is specified in, or is determined in accordance with the terms of, the contract; or



(b)

if the contract does not provide for the matter in the case of a progress payment, at the end of the relevant period referred to in section 17(2); or



(c)

if the contract does not provide for the matter in the case of a single payment expressly agreed under section 14(1)(a), following the completion of all of the construction work to which the contract relates.





(2)

A payment claim must—

(a)

be in writing; and



(b)

contain sufficient details to identify the construction contract to which the payment relates; and



(c)

identify the construction work and the relevant period to which the payment relates; and



(d)

state a claimed amount and the due date for payment; and



(e)

indicate the manner in which the payee calculated the claimed amount; and



(f)

state that it is made under this Act.





(3)

A payment claim must be accompanied by—

(a)

an outline of the process for responding to that claim; and



(b)

an explanation of the consequences of—

(i)

not responding to a payment claim; and



(ii)

not paying the claimed amount, or the scheduled amount, in full (whichever is applicable).







(4)

The matters referred to in subsection (3)(a) and (b) must—

(a)

be in writing; and



(b)

be in the prescribed form (if any).


  




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Kevin Russell, Accredited Partner

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You may not realize that is a New Zealand act and this is Australia. The law doesn't apply here. Thank you
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Darren T

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Yes, I do realise it is a NZ act and this is New Zealand where I am which you may not have realized. Reckon is sold and used here too, just like petrol, cars etc.

To come back to the original subject, there is still a requirement for T&Cs to be added to the invoicing system of Reckon by a multitude of users of the system.
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Darren T

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Shame Reckons clients/users cannot contact the programmers directly to make suggestions to Improve the system. 
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Kevin Russell, Accredited Partner

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Darren you can indeed suggest improvements from within the software