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February 2022
February 2022
Hi team,
I am just wondering it is possbile to link Invoices in Sales register and Bills in Purchase register?
1. If invoices and bills can be linked using 'Customer PO' (in sales register) and 'Supplier Inv No.' (in purchase register)?
2. Could you please advise if 'Jobs' can achieve the fucntions above? (I noticed that Jobs can calculate profit quickly for each customer, but not sure if it can complete the job above)
Currently, we are matching all the invoices and bills manually, it works well, but very time consuming and very old fashioned. I am looking for new and proper method to solve this question.
Thank you so much for your time.
March 2022 - last edited March 2022
March 2022 - last edited March 2022
Hi @Bebrite
Welcome to the Community Forum.
Yes you can create a purchase from an invoice. For instructions on how to do that click here: Creating a purchase order from a sale.
You could also set it up as a job. Create the job and link both the invoice and purchase to the job, so then when the invoice gets paid you can run the jobs report and see which purchase is linked to the same job. For instructions on how to do that click here: Creating Jobs.
Let me know if you have any further questions.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
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