Starting up

[QFMathew]

Hi @arthurmacm

@arthurmacm

I am reviewing whether or not to use QuickFile and posted a couple of sales invoices into the system. I then went to see a p and l report which shows no sales posted.

Are the invoices showing as “Draft”? If so, this would be why. Draft invoices are just that - they don’t count towards your profit and loss or balance sheet in any way until they are sent (either emailed or posted to your client, or just marked as sent).

@arthurmacm

Secondly, I will be putting most of my cash sales through an invoice which I will call till - I followed the example on the system and was surprised that I had to describe every line even though my sales category which I click on already does so. Is there a way to avoid that duplication?

Which guide did you follow for this? We do have a “Cash register tool” which allows you to input takings and it creates the invoices for you. May be worth taking a look: Cash Register Tool

@arthurmacm

I suspect 30 mins with someone on the phone would sort out all my start up gremlins. Is that possible?

Unfortunately we don’t offer telephone support, but we try to answer all queries here as quickly as possible.