I use a separate system for creating and managing my invoices (PC Repair Tracker), which generates its own invoice numbers.
Consequently, I ignore the invoice numbers generated by Quickfile, or have to delete them.
I appreciate they are an intrinsic part of the Quickfile system, but is it possible to āhideā that field from view ?
Note, I mean from the spreadsheet system, not the reporting / printing layouts.
Why do you ignore the Quickfile invoice numbers? I would assume that as you want to ignore them that you must use Quickfile for invoicing so what do you do with your Quickfile invoices?
Hi.
Invoice and receipt creation are performed via another program called āPC Repair Trackerā. This is a bespoke system for Computer Repair technicians which incorporate stock control, a customer database, mileage calculation and lots of other stuff.
What is PCRT doesnāt do, however, is take the financial data and āsentenceā it into designated subjects, which Quickfile does brilliantly.
Whenever I enter a sale in QF, I have to enter the invoice number (created by PCRT) manually, and delete the one created by QF. A little clunky perhaps, but its working well for me.
Oh for an integrating API to link both progs. Hay Ho.
We do have an API here, it may be worth taking a look.
It is unlikely that we would develop this integration internally, but you should be able to use some of the common invoicing methods to link the systems together.
No probs, just trying to apply some idle out of the box thinking, sometimes there are reasonably simple workarounds to things.
I would probably agree with this, arbitrarily adding invoices to QF and editing the invoice numbers as required as per the post above from @Parker1090 would probably be the easiest way (without using the API). This also means you can easily track matching transactions between the 2 systems, rather than ignoring the QF invoice numbering altogether.
I can now go through my PCRT Sales Invoices, and amend the invoice numbers within QF to match.
Excellente.
Iād like to thank Glenn, Parker1090 and finally Lurch for their assistance here with my issue.
Iād like to point out that I actually paid for the power user subscription. Not because of the additional features, but because QF helped pull my biz out of the rocks. Thanks.