Creating an invoice - Reckon Invoices App

New invoice

  1. To create a new invoice, tap on the + icon on the foot navigator bar.
    New invoice
  2. Tap New invoice on the menu.
    New invoice menu
  3. A new invoice screen will appear. Tap Cancel if you don't want to create the invoice and close the new invoice screen.
    New invoice
  4. The invoice date will be default to Today's date. To change the invoice date, tap on the date to invoke the calendar. Select invoice date then tap Done.
    You cannot create an invoice dated before your book start date. Refer to Reckon One books settings on the web.
    Invoice calendar
  5. Tap Select customer to bring up the customer list. All active customers will be available on the list. Tap on the radio option button next to the customer name then tap Done.
    If the customer hasn't been created yet, tap on + New customer to create a new customer.
    Type the customer name in the Filter text field instead of scrolling through the list. This is handy if you have a lot of customers in your book.
    Invoice customers
  6. Tap Select due date to set a due due for the invoice. Unpaid invoices past the due date will become overdue. Select a payment term (Net 15, Net 30 or Due on receipt) or enter a specific due date. If you have added a custom payment term in Reckon One, it will appear for selection. Default payment terms will be selected if you have set a payment term as default in Reckon One Invoice payment terms settings.
    Only active payment terms will be shown in. Refer to Invoice payment terms in Reckon One book settings.
    If you want to add a new payment term, tap on + New to create a new payment term which you can use in the future. Tap Done when you have selected a payment term or entered a specific due date.
    Invoice due date
    There is a Overdue filter on the invoices list. It assist by grouping invoices that have past the due date so you can follow up with the customer.
  7. Select if the invoice amount is Non-taxed, Gross or Net. The default selection is set on Reckon One tax settings.
    Invoice amount
  8. Tap Classification to select an existing or create a new classification for the Invoice. You can skip classification if you do not use it on your book. The classification settings can be enabled or disabled from Reckon One classification settings.
    Classification
  9. Tap Add items to select the items (product or service type) to be added onto the invoice. Only active items will be listed. You can select multiple items to add to the invoice and edit each item price, quantity and description later. Tap Done after you have selected the invoice items.
    Type the item name in the Search field to find the item quickly. This is handy if you have a large items list and save you time from scrolling through the list to find a particular item.
    Select invoice items
    Tap + Add new to create a new item without going to item list in the Manage section.
    1. To update the item on the invoice, tap on the item on the invoice so bring the Update item details screen. You can edit the price, quantity, discount (dollar or percentage), description, tax code, project and service date.
      Tap Done when you have finish editing the item.
      Service date can be enable and disable from Reckon One Money in settings.
      Edit invoice item
    Project will be available if project module is active in your book. You can view existing your active and add new project from the Invoices mobile app.
    1. To remove an item from the invoice, tap the item on the invoice. Scroll to the bottom of Update item details then tap Delete item.
      Delete invoice item
  10. You can apply Discount on the whole invoice instead of applying on per item basis. Toggle between dollar or percentage and enter a discount amount. The app will automatically calculate the invoice total less the discount amount or percentage.
    Invoice discount
  11. Tap More options to reveal more invoice options.
    1. Tap Change to add a note for your customer. The note will be printed on the invoice PDF.
    2. Tap Template to select 1 of the 4 default Reckon One invoice templates.
      You can customise each invoice templates from Reckon One.
    3. Tap Change on Payment details to add payment instructions so your customer knows how to pay the invoice. The payment details will be printed on the invoice PDF.
      To save time entering the payment details on every invoice, you can add a default invoice payment details content in Reckon One. So all new invoice created will have the default payment details text.
      More options
  12. Tap Done on the start of the invoice to save the invoice. Invoices created from the Invoices app will be immediately available in Reckon One.


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or Log a Support Ticket: https://www.reckon.com/au/support/

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