Receipts and payments

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  • Updated 4 months ago
Hello,

I'm hoping to get some thoughts regarding where payments and receipts sits in the Reckon One menu. Are these menu items fine where they are, or should they be in another location?

Cheers,
Nic
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Nic, Alum

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Posted 3 years ago

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Rav, Community Manager

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Hi everyone,

Just thought I'd bump this thread as we'd love to get your thoughts/feedback on the above.

Cheers
Rav
(Edited)
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Ales Welter

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Hi,
please give us a functionality to print receipts for received payments from customers.
Alex
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Nic, Alum

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Hi Alex,

Would this be like how invoices can be printed?

Cheers,
Nic
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Ales Welter

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Hi Nic,

I know I can print an invoice with a "PAID" stamp or customer transactions. However, I would love to have a feature to be able to acknowledge a payment from a client. And when I get a deposit for goods or services to be provided and invoiced later, I have to issue a manual receipt nowadays.

Just a receipt - how much money I received, when, customer name, payment method, receipt number and if the functionality allows, optionally to refer to what invoice or account the payment goes. Something simple.

I can send you a sample for better understanding.

Alex
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Stevie W

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I agree with NIc, I've now been waiting for years for that function. We can print sales receipts and invoices but there is no way to print payments.
Thanks for implementing that
Stevie
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Kim Horn

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I agree with Nic. We quite often get asked for a receipt for a customer payment & most customers won't accept a $0 Balance Invoice with the PAID stamp on it as a receipt. 
I played around with a Statement Template so it shows the Customer Info & Payment amount only, if I go to create Statements choose the customer who paid & enter the date of the payment in the Statement Period from & to dates & choose my Receipt STATEMENT template it prints like a receipt. Alot of mucking around though
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Nic, Alum

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Hi Alex,

Thanks for that info. Yes I would really appreciate a sample if you don't mind, you can send me a copy to nicole.commander@reckon.com

Cheers,
Nic