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In this way you will be able to establish relationships between different documents and control the invoicing processes of your company.

An example of this, is an invoice in which there is a relationship between an invoice collection, in which the invoice collection has a direct link with a sales document that has given rise to it and that you are going to settle.

There are more specific cases, in which there is a quotation, which in turn gives rise to an invoice and will be settled with an invoice collection. These three reconciliations are performed by converting the document.

This process can be performed in two ways: automatic reconciliation and manual reconciliation.

Automatic reconciliation

The automatic reconciliation automatically generates a new document from another one that has already been created, through the option that appears. This process is ideal for when you want to relate only one document to another, for example, to relate an invoice collection to an invoice.

To learn more about this method of reconciliation, consult this Guide.

Manual reconciliation

Manual reconciliation is performed by the user himself and is useful when you want to relate several documents, for example, to reconcile several invoices in a single invoice collection. It is the user who creates the document himself, through the normal procedure, and then chooses the documents he wants to reconcile.

To learn more about this method of reconciliation, see this Guide.