How to link pdf invoices to purchase orders in quickfile

[grahamburton]

Hi

i have another question for you.

when i create a purchase order for a supplier and the email me an invoice to me email address how can i attached the invoice to that purchase order within quickfile? and how do i attached that invoice/purchase order to the bank feed when payment is made and shows without duplicating them in the banks section.

many thanks
GRaham

[QFMathew]

Hi @grahamburton

@grahamburton

when i create a purchase order for a supplier and the email me an invoice to me email address how can i attached the invoice to that purchase order within quickfile?

When you receive an invoice from your supplier relating to a purchase order, you can simply convert it to an invoice using this button:

This just simply creates a purchase invoice from the purchase order, just as you can convert an estimate to a sales invoice.

@grahamburton

how do i attached that invoice/purchase order to the bank feed when payment is made and shows without duplicating them in the banks section.

Payments themselves can’t be linked to a purchase order, but once you convert it using the above method, you can then link the payment to the purchase invoice as normal.

Hope that helps!