Link a payment to a document other than an invoice

Sellsy allows you to link payments temporarily to documents other than invoices (estimates, order form, delivery slip, etc.).

In that specific case, the payment is pending and will be automatically linked to the invoice when it will be edited.

For example, if you have recorded a payment on an estimate, when you create an invoice from this document, Sellsy offers you to automatically link the payment:

You can easily identify this type of payments in the Payments list:

The orange circle indicates the payments linked to documents that are not invoices. A filter is available to separate the different types of link:


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