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

3

Upvoting this Feature Request, as we are in a very similar situation (using HallBookingOnline for our village hall). Current workflow is to manually create the Sales invoice upon receipt of payment, and then to attach the PDF invoice from HallBookingOnline, also manually. Painful and slow.

Would be really great to somehow duplicate the Receipt Hub for Sales invoices! It’s not just for creating the sales invoice, but also for storing the 3rd party generated sales document in QF (our Examiner wants to see the original invoices when examining our Annual Accounts).

Thanks, Michael

4

Thank you. However I do need all the ones offered in the import wizard