You have probably lost time before, trying to find a corresponding credit note or, for example, an after-charge to a particular invoice. Easy Invoice can help you by creating relationships between invoices. This allows you, for example, to link an invoice and a credit note, so that you can always quickly switch between these two documents.
To link an invoice and its corresponding credit note, perform the following steps:
- Open your invoice in Easy Invoice. You open your invoice as you always do. Copy the 'ID#' field here.
- Next, search in Easy Invoice for the credit note you want to link the invoice to.
- Now to create a link between the invoice and the credit note, click on the 'Invoice link' button.
- Next, take the 'ID#' from the first step and place it in the 'Invoice#' field.
- Finally, click on 'Add'.
- Should you want to delete a linked invoice, simply click on the trash can icon.
