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Dear Sir/Madam, My client is actually a third party: a healthcare company that connects trainers and companies. I invoice this healthcare company myself, and they invoice the companies in their customers’ bases. They work with other invoices with additional fields and codes.
This is my first time working with Dexxter and, as most of my activities do not require invoicing, I am not here sure what the best course of action is:
Upload the completed Excel template from the third party to Dexxter and use that data to create an additional invoice in Dexxter, with only the latter counting for my accounting purposes?
Create an invoice in Dexxter using my own Dexxter template without the additional fields, and simply keep the company’s Excel template for myself (on my laptop/in the cloud)?
I want to avoid accidentally entering things twice or being unable to undo a mistake.
Can anyone advise me from their own experience?
Many thanks!