Monthly invoice / Aggregation of many invoices over the month
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Tony Evans
Member Posts: 2 ✭
Hello,
I run a courier business, and we would do deliveries for customers daily. However we invoice them monthly.
Is there a way i can create a monthly invoice in Reckkon Accounts 2014? I'd like it to aggregate all of those daily invoices over the month, so I can simply send one invoice with a list of all the dates and and costs incurred each day, giving them a total.
Thank-you in advance,
Kind Regards,
Tony
I run a courier business, and we would do deliveries for customers daily. However we invoice them monthly.
Is there a way i can create a monthly invoice in Reckkon Accounts 2014? I'd like it to aggregate all of those daily invoices over the month, so I can simply send one invoice with a list of all the dates and and costs incurred each day, giving them a total.
Thank-you in advance,
Kind Regards,
Tony
0
Comments
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A monthly Statement will detail all of the Tax Invoices for selected Customers. If you click on "Show tax invoice item details on statements" when creating Statements, the detail of each Tax Invoice will appear on the Statement. Each Tax Invoice has its own date and number and so the notion of aggregating Tax Invoices to a single Tax Invoice would require a single date and number for the aggregate. That would not reflect the fact that the Tax Invoices were raised on different dates with their own unique numbers.2
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Hi Tony, Curious to know how many invoices you create in a month more than 1000 or less
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Hi Chandra,
We only have approx 120 on account.
Thank-you
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Ok , Thanks, thats very small number .Good
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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What I have done for another company is to enter every delivery in as a Sales order. Then at the end of the month prepare an invoice. It asks to use available Sales Orders, you can select all or the ones you require in the invoice. As each sales order has a separate number they show on the invoice, just change the column header to say Invoice No. You then have one invoice for all the deliveries and one invoice to receipt against instead of then selecting 120 invoice to make a payment against.1
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I forgot to say that you can also change the Sales Order Template to be like a Tax Invoice1
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What about customer jobs. Each delivery is a job.0
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