Approving an invoice - Reckon Invoices App

If you have Invoice approval process enabled in Reckon One, you will need to approve a draft invoice before you can send it to your customer. With the Reckon Invoices app, you can review all of the draft invoices, ensuring they are accurate before approving and sending it to the customers all from your mobile device.

Approve an invoice

  1. Tap Invoices icon on the footer to navigate to the Invoices list.
    Invoices icon footer navigation
  2. Tap on the Draft tab on header to load all draft status invoices. All invoices listed in the tab will have a Draft label next to it.
    Draft invoices list
    You can use the Sort by option on the screen to sort the invoices from latest to oldest invoice date.
  3. Tap on a draft invoice from the list to open the invoice. If you want to edit the invoice, tap the menu icon (...) on the top right of the screen to reveal more options then tap Edit invoice. Tap Done when you have finish editing the invoice.
    Invoice draft action sheet
  4. Tap Approve invoice button after you have edited and reviewed. You can send the invoice to your customer once it is approved.
    Approved invoice
  5. Approved invoices will be listed in the Unpaid tab of the Invoices list until it is paid or revert back to draft.
    Upaid invoices tab


Need more help?

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

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

How did we do?

Creating an invoice - Reckon Invoices App

Sending invoice - Reckon Invoices App

Related Articles

Sending invoice - Reckon Invoices App
Creating an invoice - Reckon Invoices App
Invoices API v2
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)