Can’t tag a transaction to an imported invoice

I have created a sales invoice that currently shows as “DRAFT.” The payment has appeared in my bank feed, but when I try to tag the transaction, it doesn’t match with the invoice I created. I read that I need to save the invoice, but I can’t find a “Save” button, or it’s not visible. I can modify and save it, but it still shows as a draft. What should I do to resolve this?

Thanks!

Where does it say it just needs saving? You need to send it, or mark it as sent, not just save it.

Click on the “send” button, and it gives you several options to send by email, send by snail mail, or simply “mark as sent” which turns it from draft to an active “sent” invoice but doesn’t actually send anything to the client.

Hello @mbong

This may help

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

Many thanks. So obvious now that I know! Thanks for all the feedback

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