No numbered sales receipts1/19/2024 ![]() ![]() ![]() If you’re not using either software, you are able to import your customer list via CSV upload. We import your customer list from Xero or QuickBooks Online. ![]() You can not publish sales invoices to your secondary integration such as, Workflow Max, or Gusto. Currently, only users connected to Xero, Sage Accounting, QuickBooks Online, MYOB Essentials, and MYOB AccountRight are able to publish directly.įor users with a dual integration, you have the ability to publish invoices to your primary integration such as Xero or QuickBooks Online. View and edit any of the associated information, and move your records across to integrated accounting software, or your dedicated Sales Archive. In the Sales Workspace, you can manage all of your uploaded documents and their data. Īfter you upload an Item, it will be moved to the ‘In Processing’ section of the Sales Workspace.Īll of the visible information on the document(s) will be extracted. Please note this is different to the email-in address for Costs items. number 07959823 which has its registered office at No. Please take note the file size limits and the accepted file types.įor email submission each user has a unique email address for sending in your Sales documents. Standard invoices can cover service sales invoices and product sales invoices. And then simply select your files to add or drag and drop onto the green area. Otherwise click onto the Sales tab and select the document owner.įor direct upload chose whether the Sales documents are made up of one document per file or one document per page of a file. If you are already in the Sales workspace then the side panel will open on the Sales tab. Sale Number: automatically displays the next available Sales. Use the Sales Workspace to upload documents used to record the goods and services sold to your customers and extract the data.ĭext Prepare will read and extract the visible information on your accounts receivable documents.įrom anywhere within the web app, click on the green ‘Add Documents’ button in the top right corner, and the add documents side panel will appear. NOTE: A Sales Receipt should ONLY be created when an invoice has not already been created. ![]()
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