Help me understand sales invoices workflow

1

Hi guys, this might seem like a silly question or I missed something, however at present I am using my bank feed data to manually enter a paid sales invoice.

For example, Customer sends me an email saying he wants 10 Llama’s at 10 dollars a pop.

I do up an invoice for 100 dollars and send it off.

Next my bank feed recognises that incoming transaction, puts it in reciepts, but there doesn’t seem to be a way to link it to the sales invoice. So in the receipts screen I now have 2 reciepts for 10 Llamas, if I click “New reciept” on the sales invoive itself, and I have to delete one manually. Is there a solution here I am missing to link a receipt from the bank feed to an invoice?

Thanks guys.

J. - No Llama’s were harmed during the typing of this question.

2

You can link the customer receipt to the customer account by creating a Payment Rule under Settings/Bank Rules.

3

yeah but how do we link it to a particular invoice #?

4

Hello @Rugerjim

That’s not possible.

You can link it to your Customer under accounts receivable and the receipt will undergo automatic application by Manager.

If you still require specific application of Receipts to Sales Invoices, you will have to do that manually.

6

Thanks bud. I did wonder, I think I got a workaround going here, but I appreciate the heads up.