Tagged purchases

[drew4]

Is there an option on the system to create a invoice from tagged purchases?
i.e. you create the invoice and then there is an option on the new invoice to pull up all purchases tagged to that project, which in turn gives you a list with tick boxes to add to that particular invoice. The system works fine but this would stop duplicating entries onto the invoice again which would also cut down mistakes.
Unless I’m missing something on the system as I am new to Quickfile.

[ian_roberts]

You can’t add purchases to an invoice you have already created but if you start from the list of purchases you can create a new invoice pre populated with those and then add further lines to it.

Rebilling Expenses

In some cases you may incur costs an a particular service you offer that would like to rebill to your client. This is a common scenario for many businesses that provide consultancy based services or perhaps work on longer term projects for clients. These types of costs can include things like travel expenses, refreshments, sub-contracted work as well as physical materials. How to Rebill Expenses Rebilling your expenses is simple in QuickFile. You can select up to 50 expenses to rebill on a sin…

[drew4]

Thanks you so much for the clear instructions. This will help me a lot in the future.
The more I test this program the more I’m liking it.
Regards Andy

[drew4]

Thank you for your help.