Import Sales PDFs

Feature Request
1

Feature requested
Be able to import Sales Invoices created in a third party system (Hall Booking Online)

Typical use case
I have managed for well over a year with the export ..csv from Hall Booking Online and Importing into QuickFile - but it is truly a pain as the columns exported don’t have all the info and very few of them match QuickFile requirements - so I have a lot of work to amend the original file.

How I would expect it to work
Replica of Purchase Receipts Hub but for Sales - I am sure this would be fab for all those that use 3rd party systems.

2

Hello @JANET1

but it is truly a pain as the columns exported don’t have all the info and very few of them match QuickFile requirements - so I have a lot of work to amend the original file.

To import sales invoice you only need 4 mandatory fields

  • Issue Date *
  • Client name * [Must exactly match any pre-existing client or one will be automatically created]
  • Description *
  • Total gross amount *

https://support.quickfile.co.uk/t/importing-sales-and-purchase-invoices/8885