Money in Settings

Overview

The below Settings will be visible based on the module you have enabled in Reckon One.

1. Open Reckon One >   > Settings > Day to day(section) > Money in.

Estimates

Enable estimates

You can enable/disable Estimates. By default, Estimates is disabled.

Estimate prefix

The prefix you want to add to the Estimate number. By default, it is EST so that an Invoice number shows as EST####.

Default template

Choose the default template that will be used when you create an Estimate.

Learn more about estimates templates.

Expiry

Choose the day after which the Estimate will expire.

Terms & conditions

Add your Terms & conditions that you want to add to your Estimate. You can show/hide in the Template by customising your Estimate Template (Manage templates > choose the Template > FOOTER >Terms and conditions > choose Yes/No.

Payment notes

Add your Payment notes that you want to add to your Estimate. You can show/hide in the Template by customising your Estimate Template (Manage templates > choose the Template > FOOTER > Payment notes > choose Yes/No.

Invoices

Approval process

By enabling the Approval process, you will be able to manage the Invoice status from Draft to Approved.

Invoice prefix

The prefix you want to add to the Invoice number. By default, it is INV so that an Invoice number shows as INV####.

Default template

Choose the default template that will be used when you create an Invoice. Select Manage templates to customise the branding or information displayed on your templates.

Next Invoice number

Previously known as Invoice start number. In July 2021, it has been renamed to Next Invoice number and you can now change the next Invoice number any time, where previously, you could only provide the Invoice start number before creating an Invoice.

Service date column in invoice

Select Enabled if you wish to add a Service date column in the invoice creation screen. To also have it show on the invoice the customer receives, customise the information shown on your invoice template.

Default account when using description as item

When entering a description and amount while creating an invoice, you can choose a default account to appear. Select an account from the dropdown menu.

Customer Adjustment Notes

Customer adjustment note prefix

The prefix you want to add to the Customer adjustment note number. By default, it is CAN so that an Invoice number shows as CAN####.

Default template

Choose the default template that will be used when you create a Customer adjustment note.

Learn more about Managing templates from here.

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/