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Introduction

In the Invopop Console, each document features a Related tab. When configured correctly, this tab shows other documents linked to the current one, such as all invoices associated with a supplier or the invoice referenced by a credit note.

The key to linking documents reliably is the UUID field. This optional field is generated by Invopop if left blank, but you can use your own internal identifiers if preferred.

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Use Case

This guide will follow the example of linking a supplier to its invoices.

1

Upload the supplier

Upload a supplier to Invopop. You can either use your own UUID or leave it blank and Invopop will generate it.

2

Sign the supplier

The supplier must be signed for the linked invoice to appear. Send the supplier to a “contacts” workflow with the Sign Envelope step. For further information on workflows check the docs.

3

Link the invoice

When creating an invoice you want to link to a supplier, add the contact’s UUID field to the invoice, just like you would with name or address. The invoice will then be linked to the supplier, and all invoices with that supplier will appear on its Related tab.

How an invoice appears on the supplier's Related tab

The related document search works in one direction. You will be able to see all invoices linked to a supplier in its Related tab, but not the supplier’s link in an invoice.

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FAQ

Please contact the Invopop support team if you have any questions that are not listed here.

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