Two trading names one company

  • 1
  • Problem
  • Updated 1 year ago
  • 1
Help ... I am in need to create 2 differing invoices due to 2 differing "trading names" but operate under one company. (hence file one tax return)
The trading names have same ABN /ACN, same bank accounts, but differing address details, differing "logos".
Can this be done in reckon hosted


thx
G
Photo of Graeme McCutcheon

Graeme McCutcheon

  • 70 Points

Posted 1 year ago

  • 1
1 year ago
Photo of John Peppas

John Peppas, Accredited Partner

  • 1,694 Points 1k badge 2x thumb
Hi

Suggest you look at using Classes

Also, have multiple Invoice, Adjustment Notes & Statements entering Trading Name as Text and insert logo
1 year ago
Photo of Gerry Winter

Gerry Winter, Accredited Partner

  • 2,490 Points 2k badge 2x thumb
I have the same setup that you mentioned and Johns method works like a treat.

Gerry
1 year ago
Photo of Penny

Penny, Accredited Partner

  • 896 Points 500 badge 2x thumb
Just to add to the above comments which are correct, in case you are not sure how to create different invoices, Go to "Lists" Dropdown, select templates.  From here, you can either completely design a new invoice, or duplicate an existing invoice layout and redesign according to your needs.  You can make it as fancy or as plain as you like.  You can spend a few minutes or hours depending how creative you feel.  Have fun!!
1 year ago
Photo of Heather Sanders

Heather Sanders, Accredited Partner

  • 660 Points 500 badge 2x thumb
The address details come from the company information screen by default. You will need to add the new trading name address as a text box. Regards Heather
  • 1

Powered by Get Satisfaction