We're really excited to let you know about Reckon One's latest update which brings the much anticipated Recurring Invoices feature!
Recurring invoices will help you save time on manual processing by automating the creation of repeat invoices so you can focus on other areas of your business!
You can now customise your invoices and schedule when they need to be created.. whether its weekly, fortnightly or monthly instead of creating them manually.
Key features and benefits include:
- Set and Forget - You can easily create and schedule recurring invoices. Set the frequency, number of occurrences, dates and much more! You can also pause or skip the next occurrence if you need to.
- Easy Review - You can view all invoices created by recurring invoice templates from the brand NEW Recurring tab on the invoice list! This allows you to easily review the invoices before sending to your customers.
- Recurring Transaction Permissions - You're in control! You can easily manage who has access to create and modify recurring invoice templates in your Reckon One book with a new set of permissions specifically for the recurring transaction feature.
We've made it really easy to start using recurring transactions to simplify and streamline your workflow and we've got a new video below that will step you through how to use this new feature along with an easy to follow Recurring Invoices Help Guide & FAQ's.
Please note: If you're currently using Core or Invoices Lite module and would like access to recurring invoices you can upgrade to the Invoices Medium module through the Reckon Portal. Click on your book 'tile' on the book launch page in the Reckon Portal screen and select Settings to customise your modules.