Be able to add a bill from supplier directly to the payment when clearing items

Idea suggested by Ana Urbina 3 years ago

When you are clearing your open items/ bank movements be able to create the bill and add the image of the bill directly rather than having to create the bill and then link it/alloacte it

1 Reply

Hi Ana,

It sounds as though this is already possible. When explaining a bank statement or processing a Money in/ out, if you click Add New Transaction, the system will automatically create a REC prefixed invoice for receipts and PAY for Payments.


Reply to this idea

Attach images by dragging and dropping or upload

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are