Linking documents together

Linking documents together

To tie two documents together, you need to open the Line Details on the latest document. For example, if you need to link an invoice and a sales order, then you will need to open the line details on the invoice.

Once the line details have been opened, you can select the correct document to link and which line on that document to use.

Once the details have been added, save and close the document. When you refresh, you will see that both documents are now linked together! 

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