How to Link a Sales Invoice to a Receipt in Scribe Accounts

If a sales invoice has not been converted to a receipt, you can manually link the invoice to an existing receipt using the edit option. Here’s a step-by-step guide to help you through the process.

Step-by-Step Guide:

1. Navigate to the Sales Invoices Menu:

   • Open Scribe Accounts.
   • Navigate to Transactions → Sales Invoices.

2. Select the Sales Invoice to Edit:

   • In the Sales Invoices list view, find the sales invoice you wish to link to a receipt.
   • Click on the invoice to open it for editing.

3. Open the Related Records Section:

   • Once the sales invoice is open, locate the Related Records section.
   • Click on this section to drop down additional options.

4. Link the Sales Invoice to a Receipt:

   • In the Related Records section, you will see a Link button.
   • Click on the Link button to proceed.

5. Add the Transaction ID:

   • A prompt will appear asking for the transaction ID of the receipt you want to link to the sales invoice.
   • Enter the transaction ID for the existing receipt.

6. Save the Changes:

   • After entering the transaction ID, ensure you save the changes by clicking the Save button.