Send in a Invoice from CreataCRM to Reckon
This article describes the process of adding an Invoice to Reckon.
1. Set the Sync Mode
Need to make sure settings are Sync Mode = Companies
2. If the contact is not yet in Reckon
Go to the Detail View of the contact that has not been added to Reckon
3. Push the Contact to Reckon
- Click on Tools - > Send to Reckon
- Primary Company = Reckon Customer
- Contact = First Name and surname
- Main Address = Billing and Shipping
- Other Contact Details goto Reckon Customer
4. Contact Sync to Reckon Customer
A popup background Sync displays and sends to Reckon Sync
5. Review in Reckon Hosted
6. Sending an Invoice to Reckon
Create the Invoice and add the invoice items to the Invoice in CreataCRM
7. Push the Invoice into Reckon
Click the Create Reckon Invoice button.
If the Primary Contact, Primary Company or Account is not in Reckon, the Invoice can still be pushed to Reckon - the sync will automatically add the Customer to Reckon before syncing the Invoice. The customer that is added to Reckon is taken from the first of the following that is not blank:
- Primary Company
- Primary Contact
- Account
We recommend following steps 2-5 above to add the Customer into Reckon, as the default ordering above may produce undesired results.
You will also need to make sure that all of the Items on the Invoice are items from Reckon; if one of them is not from Reckon, you won't be able to push the invoice to Reckon. CreataCRM does not currently support adding Items to Reckon, so this will have to be done in Reckon and then synced to CreataCRM.
8. Push to Reckon
When the invoice is pushed to Reckon, it will grey out the Create Reckon Invoice button, and show the background tasks window.
9. Review Invoice in Reckon
Currently Tax Types are not supported. In CreataCRM GST is automatically applied to each line on the Invoice - the Invoice in Reckon will be created using the default Tax Type for the item that is set up in Reckon.
