Received payments from other platform

ferreirex

Hi,
I receive money from other platforms, the other platform they create an Invoice number.
How can I add that payment on Crunch? Do I need to create a invoice and add all the detail or only need to add money received?
If I add as money received, there is any way to upload the references or the pdf from other platform?

Katie

Hi,

To account for income in your Crunch account you’ll need to issue an invoice and record the payment against this. If the invoice has already been created on another platform then the one in Crunch will only be for bookkeeping purposes. It doesn’t need to be sent to anyone.

If you want to attach a copy of the other invoice for your reference, there is an option for this in our classic invoicing. Use the toggle at the top of your Sales page to switch to ‘Classic’ and at the bottom of the invoicing form, you’ll have the option to add a PDF.

All the best,
Katie

ferreirex

Thank you for the reply Katie,

The other system generates part of my business invoices, owever I have a few more side project that generate sales.

For what do I have understand I can re-generate the invoice on Crunch and insert all details from the other systems, or I can use Crunch to be my book keeping and in Reference section I can add the invoice number from the other systems.

It that right?

Katie

There are certain details (client name, date, brief line item and amount) that have to be filled in to create an invoice in Crunch, whether just for bookkeeping or sending to your client, but you can keep this quite simple.

Using the reference field or the notes section to add the invoice number from your other system is a very good way to keep track of what’s.

If you have other projects that aren’t invoiced elsewhere, you can create these in Crunch and send them directly to your client (if needed).

All the best,
Katie

If you're a small business owner who loves what they do, there's no better partner than Crunch. We help over 10,000 small business owners from across the UK manage their finances and grow their business. Learn more →

This forum is provided by Crunch. Crunch takes no responsibility and accepts no liability for any content submitted by users of this forum. Terms of Use →