All my imported sales are showing as "draft"

Support
1

Hi
So Ive imported all my SALES but they arent in lhe list to tag theyre in a list with DRAFT at the side
Im working blind here, no training so if you could help thatd be fab
Thank You

2

Hello @MACE

If you import sales, the invoices are imported as draft invoices, they need to be marked as sent to affect the ledgers (so you can tag bank transactions to them).

https://support.quickfile.co.uk/t/create-your-first-invoice/8813#preview_and_send_your_invoice

3

Thanks so much, so I don’t need them I’m banking area to be TAGGED?
I am so sorry for been so thick its I seem to be struggling more than I should
So I just log how it was paid ?
Can I only go back 6mths on everything too ?.
Thanks Gail

4

I can’t see Sent on there

5

Hello @MACE

There are 2 ways to look at it

You can import sales (like you have) then enter/import a bank transaction to tag to the existing invoice to mark it as paid.

Or import a bank statement (containing banking transactions) and create the invoices during the tagging process.

It mainly depends on the detail you wish to see on the invoices

6

Thank you so much
I’d imported the bank statement and tried to do it that way but wouldn’t find them ap deleted them
I’ll try again
Thanks so much

7

I importaed the statements and tagged all the Purchases and then messes up and deleted the Sales
So do I
a) just mark as paod on the tab that says draft and then will i see them in the TO TAG bit
pr
b) reimport the statement (but ive already tagged paurchases from it but cant tag Sales )

8

You need to mark each sales invoice as sent in order to be able to tag payments to it from the bank statement. You do this using the “send” button - this offers options to send by email or send by post but also just to “mark as sent”, it’s this last option that you need to choose.

9

Oh no I think I’ve done it wrong
I managed to get them to say TAG ME but didn’t send them I maked as paid

10

Logging a payment against a draft invoice will implicitly mark it as sent (and immediately as “paid” too). When you logged the payments did it offer to match the existing untagged bank transactions or has it created duplicate tagged ones?

11

I dont know - It let me tag it after I’d marked as paid is that correct but not match with anything
I don’t really know what I’m doing with it
I’m worried I’ve messed it all up.

12

This topic was automatically closed after 7 days. New replies are no longer allowed.