Printing Client Receipts (Hosted 2015 R2)

Options
Belinda Bekkers
Belinda Bekkers Member Posts: 7 ✭
edited July 2020 in Accounts Hosted
I have just started to use Reckon Hosted accounts after starting a new job. I have been trying to figure out how to print sales receipts and after some research discovered it can't.

I read on a community post that receipts aren't legally required to be provided but Australian Consumer Law dictates that for purchases over $75 a receipt must be produced to the customer. At the moment this means having to type/write up a manual receipt.

Is being able to print a customer receipt something that is being looked at for future updates?

Comments

  • John Graetz
    John Graetz Member Posts: 1,651 ✭✭✭
    edited July 2020
    Options
    HI Belinda.  What is it that you are wanting to print?  Is it for something that relates to a totally new transaction for which somebody has paid you?  Or is it a traditional receipt that you are trying to issue for which you have previously created a Tax Invoice?  If it is the latter, then you cannot issue such a receipt.  But there is a way around this.  If you had previously issued an invoice for say $100 and the customer has just paid you, the simplest way is to Receive the Payment into Reckon (Customers > Receive Payments) and once you have completed that receipting, go back to the original invoice which will now be paid.  If you have previously set up your invoice under Lists > Templates > (open up your invoice template) and have ticked the box at the bottom "Print Status Stamp", then the invoice will now have a stamp on it "PAID".  You could now print that off and sign it if you want to and give it to the customer.  If it is only part paid, you could write say "Paid $50" and then date and sign it.  You won't have a record of your "receipt", but does that really matter these days.

    If the transaction is a brand new one and you want to issue a receipt on the spot for something that somebody has just paid you for (it could be for a sale, it could be because a staff member is paying you for doing some photocopying, or whatever), you can either issue an Invoice or instead create a Sales Receipt - Customers > Enter Sales Receipt > and complete all of the information.  Unlike an Invoice, this Sales Receipt is generally a one-off transaction for which you have received money on the spot.  You can then print off the form, mark it as paid, date and sign it and problem solved.

    What you have to bear in mind is that at some point you are going to have to enter a transaction  into Hosted for the cash you have received for the type of transaction that you have sought assistance on, irrespective of whether it is more than $75 (plus GST) or less than this amount, so if you follow either of the above two approaches, all of your payments or monies received will be accounted for.   John L G.
  • Belinda Bekkers
    Belinda Bekkers Member Posts: 7 ✭
    edited September 2015
    Options
    Thank you for your reply. The problem with printing the invoice with a paid stamp is that you still have to manually write the date received on the printout. Having used a number of different accounting software packages it seems strange to me to have to go to the trouble of handwriting anything additional when every other system you select "print receipt" and there's no room for transcription errors that way.
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,131 Accredited Partner Accredited Partner
    edited April 2016
    Options
    Hi Belinda - not sure what other software packages you have been using previously but normally the printing of a receipt would be associated with a POS system or a cashbook type accounting system.  In a POS system a customer is standing in front of you so if a sale is made a receipt is printed on the spot, or if an account is paid, a receipt recording the funds received is printed on the spot.  With most of the mainstream accounting systems - they are geared towards using invoices for Account based sales - where the payment is sent in by the customer or paid electronically at some later date, thereby negating the need to provide a receipt, or if the sale is made at the time payment is received, then using a sales receipt.  In Reckon - all the templates can be customised to your requirements.  

    So... for issuing a sales receipt on the spot - you can customise the Sales Receipt template so that it shows Date, Payment method, cheque or receipt number etc... along with any thank you messages, payment received notations etc...  If your business is using just the invoicing screen and a single invoice template - and generally charging sales to customer accounts, but then ocassionally having a customer pay on the spot - you can still use the invoice screen - but bring up a Payment Item in the body of the invoice - the payment item can be configured to state Paid Cash, Paid Cheque, Paid EFT/VISA/MC as required - along with a receipt number, etc - and this will show on the invoice when printed and the invoice will have a balance owing of Zero.

    If you have sent out an invoice to the customer - and then they make a payment sometime later - but they request that you provide them with a receipt - you could make an invoic/receipt template to use for this purpose:
    1.Make a duplicate of an existing invoice template - and rename it as something like Account Payment Receipt.  
    2.Now go to the Additional Customisation screen and then to the Footer tab and turn on the Payments/Credits box and the Balance Due box.
    3.Go to the Layout Designer and double click in the Tax Invoice box - and edit this to read Tax Invoice/Payment Receipt or similar.  
    4.If you are not using the Ship Date field you could rename this to Paid Date if you wish.
    5.Save this template.
    6.Now when you have processed a Receive Payments entry against an invoice and you want to print a receipt - you can call up the invoice - which will now have a balance outstanding of NIL - select the Account Payment Receipt Template, you can add the Paid Date, and a Customer Message such as Thank you for your payment of this account and then you can print or email this receipt - with or without the Paid Status stamp.

    Hopefully this helps... Reckon has a great Point of Sale system that integrates with Reckon Accounts which is ideal for face to face sales and issuing of receipts to customers.

    Regards
    Linda


Categories