Links and surcharges

[kim]

Hi, please can someone tell me how I can add a link to my invoices, I want to add T&C .
Also I have been charged a surcharge by a supplier for paying with a debit card but its not added to their invoice, how/where do I add this to keep my records correct.

Thankyou

[QFMathew]

Hi @kim

You would first need to upload your terms and conditions somewhere, which could be your own website, shared storage (e.g. Dropbox), or even QuickFile. Once you have the web address for this you can add a link to your invoice footer, like this:

<a href="http://www.mywebsite.co.uk/link-to-terms">View our terms and conditions here</a>

Regarding the surcharge, normally this would be reflected on the invoice your supplier sends you. You should however be OK to just update the purchase invoice on QuickFile and include this. The thing to always remember is to have supporting documentation for your expenses (e.g. the invoice itself, an email or something showing you have been charged a surcharge for using a card).

Hope that helps!

[kim]

Thank you. Apparently they don’t add the surcharge to invoices as they don’t get the money???

[QFMathew]

You may be able to get away with tagging this to a generic supplier ‘Card Surcharges’ and creating a purchase invoice to account for this, or even tag it to a new nominal code with the same name.

I would however run this past your own accountant (one may even comment here) just to be sure.