Invoicing C/- Real Estate Agency

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Erin Jones
Erin Jones Member Posts: 1 ✭
edited May 2020 in Reckon One
I need to issue invoices to "owners c/- real estate agent" and in MYOB I was able to adjust the address on each invoice to reflect this (without changing the contact card). In R1 if I change the customer name to be "owner c/- real estate" each time I issue an invoice it changes all previous invoices meaning I can't resend those invoices without changing it again. I can't create individual customers for each owner as multiple invoices (with different owners) are paid by the real estate in one transaction so I wouldn't be able to allocate the received payment to the correct invoices.

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  • Kris_Williams
    Kris_Williams Member Posts: 3,293 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited May 2020
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    Not sure about Reckon One but in Reckon Hosted I use customer jobs
  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
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    Hi Erin

    Set up your owners on their own cards/contact - Bus./Individual>Owners name or Bus.Name of owner > Display name the Real Estate (or vice versa real estate business name/display name owner) > ABN owner > Postal Address,email, ph no. of real estate > Mobile of owner > website can be owners email or put in notes > tick the box physical address is different & this is the property address.
    ** you could use notes for the owners phone, address & email as well.

    I haven't looked but hopefully you can put the physical address on the invoice template as well or make a new template for the realestate ones.

    invoice to each individual owner via the realestate & email.

    when they pay you in one payment, set up a undeposited funds bank account, make individual invoice payments to the undeposited funds account, then make one transfer for the lump sum from undeposited funds to the main business account. (the undeposited funds acct should always come back to nil and can be reconciled to 0.00 at end of month).

    This should solve the problem

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