Customise bills in Reckon One

Learn how to customise bill templates in Reckon One, so the bills you create include the information that’s relevant to your business (such as company information and company logo) on printed and emailed bills.

Adjust company information that appears on bills

To adjust the company information that appears on bills:

1. Click on the Administration menu (cogwheel icon in the top right), then select Settings.
2. In the Day to day section, select Money out.
3. Select Bills.
4. Select Manage template.
5. Adjust the options, selecting Yes against an option if you want it to appear on the bill, and No if you don't want it to appear. The options are:
   1. Company logo. See more on how to add a logo to your bill template.
   2. Company name
   3. Company address
   4. ABN
   5. Phone number
   6. Email
   7. Website
   If you plan to display company information on your bills, make sure you've entered all general details, addresses, and contact details in your book settings.
6. (Optional) Click Preview to review your changes.
7. Click Save.

All new bills created after you made the changes will now display the chosen information when printed and emailed.

Add your logo to a bill template

You can add a company logo to your bills. The logo must be a:

• BMP, PNG, JPG, GIF file
• maximum 5 MB in size

To add your company logo to your bills:

1. Click on the Settings menu (cogwheel icon in the top right), then select Settings.
2. In the Day to day section, select Money out.
3. Select Bills.
4. Select Manage template.
5. Select Yes against Company logo, then select Choose a file to upload your logo.
6. (Optional) Click Preview to see how the logo appears on the bill.
7. Click Save.

Read more

• Learn more about bills in Reckon One