Greetings
How can i link a customer to a particular purchase?
Customers are not related to purchases. Suppliers are. If you are attempting to do something specific, please explain.
In a service industry you have specific purchase related to a customer. Is it possible to link them?
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No you do not, you purchase from a Supplier irrespective of what industry you refer to. The customer pays you for services and that is recorded in a receipt or when there is a grace period you issue a Sales invoice and then clear that once paid with a receipt. That is accounting 101
Purchasing a service with a ref and linking the receipt related to that specific service bought by the customer
Accounting wise it’s located as sales and purchases but linking it to the each that the purchase is related to a sale in Particular
Does that make sense?
No ot does not. Your business sells a service to a customer. This can be recorded as a Sales invoice when you expect to receive the funds later from the customer. When you receive the funds straight away you just issue a receipt if you issued an invoice the receipt will be used to clear that invoice.
As a new user you should really use the guides https://www.manager.io/guides The older guides are much more extensive so start there https://www2.manager.io/guides
It looksas if you did not enable some functional tabs in customize (see screenshot about some) inclusing those of bank receipts, payment, customers and suppliers. You have to enable these and create a customer that you can then select when issuing a receipt.
Manager.io has a feature called Billable Expenses. Maybe this will help with what you require. Go to the Manager.io guides and read the instructions about this feature.
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I also sell services and all I do is issue the customer a Invoice, then when he pays a receipt.
That question is not clear but it sounds to me like you want to bill the customer correct?
If so then you make a customer.
Then you select them in the little drop down menu on Invoices or Receipts.
I hope this answers your question.
Whichever post on this topic answers your question mark as Solution.
So that other people can see that your question is answered.
If i purchased a flight for a customer from X ltd . how can i link the receipt from the customer against that flight purchased ?
Go to the view screen of that payment and copy it to receipt, then select the customer.
im in favor of this idea.
developer can allow users to create custom field and call available data from database (application file)
example in this case.
If such custom field is available, user can create customs field and assign to read data from “customers”.
then assign that custom field to Purchase invoice, while creating Purchase invoice, user may select “customer” name from drop down list of customer using that custom field.
My point it, if users are allowed to create custom field from existing data available in database, it will open unlimited opportunities for users to customer manager software.
just example, if this is available, login name of user can be printed on invoices/receipts etc using this method.
for accounting, yes.
for business, i dont think so.
In my business we often need to keep record that products those re sold to customer, what was origin of those.
soecially of a trader/business is buying exact same product from multiple vedors at same time.
There you go. Manager is an accounting application see https://www.manager.io/ and screenshot below. For other things you will need to look for other solutions.
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