Invoices and receipts

[patt]

I don’t use QF to send invoices to clients, that is done elsewhere. What I want to do is to upload a paid invoice along with the corresponding payment record. I tried this through receipt hub and document manager but ended up with a new invoice created by QF. I want to see the original invoice. Is there a clear step by step instruction you can point me to?
(I don’t need receipts, just the original invoice will suffice as it will already be paid when I enter the transaction)

[QFMathew]

Hi @patt

Unlike purchase invoices, there isn’t a way of uploading documents by Dropbox or email and create a sales invoice from it. You can create the individual sales invoices and attach a document to it that way however. Just create the sales invoice as normal, and then you’ll see a document area at the bottom of the invoice.

Are you able to tell us a bit more about your business and setup? There may be an easier way to record this, especially as your sales are accounted for elsewhere.

[patt]

I’m switching from excel. The system was to download the bank statement csv then attach the corresponding invoice with hyperlink. I wanted to do something similar with QF and enjoy the many extra benefits over excel, but am challenged!

[QFMathew]

No problem - thanks for letting us know

Typically, if you have another system for issuing invoices, you can just record generic records in QuickFile and add a note to refer to the original. This is typically the set up if you run a shop for example (you would just record daily/weekly takings) or an e-commerce site, or just use another invoicing package. If you have copies of invoices elsewhere, this is likely to be the easiest way to get started.

There is a quick “getting started” guide here which asks a few questions and advises on how best to get going.

The other option would be to use QuickFile in full - entering your invoices here rather than using another package (or Excel). This would help link everything together automatically (e.g. an invoice to a client, a payment to an invoice, etc.), although I appreciate this can take a bit of time to get set up if you have a bit of data to input.