Zapier - create an invoice or receipt

Creating an invoice can be a complicated task as there are a few steps involved in Reckon One. The steps must also be completed in this order, and often with separate "zaps":

  1. Create a customer.
  2. Create an invoice.
  3. Receive and allocate the invoice payment.

Before you go down this road, we'd recommend asking yourself:

  1. Do I really need to create a matching customer in Reckon One?
  2. Will I be recording the payment of the invoice on a different date to that of the invoice?

If you answered "no" to both questions we would highly recommend using a (sales) receipt instead of an invoice. How is a receipt different to an invoice? If you answered YES to either question, head on over to our support page for invoice creation using Zapier.

  1. You can "hard code" a customer name and use this in every zap. eg Stripe, Shopify, Zoho.
  2. The sale and payment are recorded at the same time.
  3. Enables the recording of the financial transaction without the double entry of data from the "operational" app you are connecting to.

How did we do?

Zapier and Shopify

Zapier Action - Create an invoice in Reckon One

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Zapier Action - Create an invoice in Reckon One
Zapier
Zapier and Shopify
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