How to invoice a receipt to a client
Before you can invoice receipts, you must first link your accounting platform. Click here
for more information on app integration.
You need to have previously added at least one client to your Receipt Stash account in order to generate an invoice. Navigate to Setup > Clients to add a client.
Navigate to the Receipts page and select the receipts you want to invoice by ticking the checkboxes in the first column of the receipt table. This will enable the Tools button in the control pabel above the table.
Click on the Tools button and select Invoice Client. A window will pop up with options to populate the invoice details. Here you can search and select from the Client dropdown - if there is an existing contact with the same name in your accounting platform, the invoice will be linked to that contact, otherwise a new contact will be created.
When you have completed the invoice fields, click the green Create Invoice button at the bottom of the window. This will queue the receipt(s) to create an invoice in your accounting platform.
If the invoice creation was successful, a green invoice icon will appear next to the Export button in the receipt row, and you will see the invoice in your accounting platform.
If the invoice creation was unsuccessful, an orange invoice icon will appear next to the Export button in the receipt row. Hover your mouse over this for details about why the invoice creation failed.