Hi,
I am currently using the Paypal feeds.
I also (separately) use the 3rd party Dropbox integration to upload any receipts and invoices. I use this to upload copies of my Paypal purchase invoices to QF, so I can keep copies of each receipt/invoice within each QF purchase record (as PDF).
What is the best/preferred method to TAG and LINL the receipt in Receipt hub (which has been pulled in from Dropbox), to the corresponding transaction that has been pulled in by the Paypal feed and which appears in the Paypal Merchant bank account? I tried tagging them both seperately, but I found that this causes duplicate QF purchase invoices to be created.
i hope I have detailed my issue with sufficient clarity? Let me know if not, I’ll try to use an example.
Kind regards
Indy
Hi @indypanesar
Firstly, I just wanted to clarify that the receipt hub isn’t designed for sales invoices, only purchase invoices. That doesn’t mean you can’t use it, it just means you have to work around it. You may find it easier to upload sales invoice items direct to the sales invoice itself.
With a purchase invoice, if you may a purchase and paid with PayPal, this transaction would come in the following morning as usual. Let’s say we have a purchase for £100:
Create your purchase as normal from the receipt hub, and then mark it as paid from PayPal:
and click ‘Create New Purchase’
The system will then look to see if there’s a matching transaction in that bank account which is untagged, and give you the option to tag it:
And that will:
- Create the purchase invoice
- Tag the payment in PayPal to that invoice
- Attach the uploaded file to the purchase invoice
Hope that helps!
