Table of Contents

Money in Settings

Overview

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

Money in is available for Invoice module (Lite and Medium) only.

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


Default Bank account is used for Receipts (Receive Money).

Estimates

Estimates is available on the Invoices Medium module only.

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 Managing templates from here.

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
This option is available on the Invoices Medium module only.

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.

Learn more about Managing templates from here.

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.

Invoice number starts at 0001 by default if field is left blank. The next invoice number can be changed at any time and will be reflected on the next invoice created. However, it must be greater than the last invoice number created, including deleted invoices.

Service date column in invoice
This option is available on the Invoices Medium module only.

You can add the Service date value in the Invoice line.


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/

How did we do?

Template Settings

Money out Settings

Related Articles

User Guides - Reckon One
Customer Adjustment Notes
Bills - Reckon One
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