When creating a bill with multiple line items (e.g. we might have placed 30 orders with the same company for equipment during the month) is there a way to add a pdf attachment of each invoice to each item? Or could one bill have multiple attachments ? Or something else?
Thanks, Nik
To provide more context, we have 30-day credit accounts with some suppliers, and a payment will be taken from one of our bank accounts. This payment will contain multiple orders we have placed with them for equipment during that period.
We need to be able to create a bill containing multiple items that match the value of the bank transaction. This we can do via API. However, we also need to upload and store the individual pdf invoices for each of the orders for HMRC/accounting purposes, and there doesn’t appear to be a way to link the attachment to anything - a bill can only have one attachment, a bill item can’t have any(?). Do we just have to upload the pdf’s to the central file area, and let people manually search for them as and when?
We have been creating individual transactions in dummy accounts for each order, and uploading the invoice against those, but that isn’t a very compliant / accurate way of doing things.
Does anyone have any suggestions how we can manage this better?
Since a bill can only have one attachment, could you combine your individual PDFs into one big one and upload that?
Great minds think alike. We did that, but then ran into a problem with a limit of 40 items per bill, so have completely changed our process now 