What affect does checking the box "Mark as Paid" have? Does it affect documents differently if they are published as either Spend Money or Purchase? If checking "Mark as Paid", will the invoice still match up with a transaction in the Xero bank feed? Thank you
Hi, Sorry for the very delayed reply. I've been on Maternity leave. I have just tested this. It seems as though the mark as paid check box is only for hubdoc. Nothing changes when we publish it to xero. I've only ever published invoices as purchase. I don't recommend publishing as spend money.
Are you talking about the review column, where it says processing / review / failed / archive ? What do you mean by accounts? Are you talking bank accounts? If you could please explain your issue a further that would be great.
Hi, Sorry for the very delayed reply. I've been on Maternity leave. I don't ever use customer as I purely use hubdoc to manage my invoices and receipts for purchases. Customer looks like it refers to billable expenses. If we wanted to then pass on the invoice we have paid for to bill it out to a customer.
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What affect does checking the box "Mark as Paid" have? Does it affect documents differently if they are published as either Spend Money or Purchase? If checking "Mark as Paid", will the invoice still match up with a transaction in the Xero bank feed? Thank you
Hi, Sorry for the very delayed reply. I've been on Maternity leave. I have just tested this. It seems as though the mark as paid check box is only for hubdoc. Nothing changes when we publish it to xero. I've only ever published invoices as purchase. I don't recommend publishing as spend money.
"To review" How does this column work? All accounts have a different amount "to review" but can't access. Why? How? Help pls😣. Thanks
Are you talking about the review column, where it says processing / review / failed / archive ? What do you mean by accounts? Are you talking bank accounts? If you could please explain your issue a further that would be great.
What is the difference between "Contact" and "Customer"? Why did you skip "Customer"?
Hi, Sorry for the very delayed reply. I've been on Maternity leave. I don't ever use customer as I purely use hubdoc to manage my invoices and receipts for purchases. Customer looks like it refers to billable expenses. If we wanted to then pass on the invoice we have paid for to bill it out to a customer.
@@AvodaBusinessAdvisory Congratulations on a new baby. Thanks for coming back. I figured it out in the meantime.