Link your receipts and invoices together so that you never have record of one without the other. Use this feature to easily keep track of your projects and any outstanding balances!
How does it work? Let’s say that you invoice a customer $1000 and you receive two separate payments of $500. Having the receipt for one of the $500 payments alone would be confusing; it would be hard to track how much your customer still owes you. By linking your invoices and receipts together, you quickly and easily are able to fully understand the cash flow of the total transaction.
Note that once the total receipt amounts and the invoice amount matches, the invoice will automatically close, tracking that the customer has paid in full.
How Does It Work ?
In order to attach your invoice to your receipts (or vice versa), the initial documents must first be created. To create a new receipt, navigate to to the main menu and click on “Documents->New->Receipt.” To create a new invoice, click on “Documents->New->Tax Invoice->”.
Once the new document is created, follow the prompts that will ask if you want to attach this document to another. Click “Yes” and then check the open invoice or receipt, and press ‘continue’.
Continually link the relevant documents until the customer has paid in full, which will automatically trigger the invoice to close, maintaining a full log of each transaction.
