Features & Settings
How to Enable/Disable Approval step to Review Invoices
Enabling this feature allows invoices to go through a manual review/approval stage before they are processed. When you have you required preferences, make sure to scroll down and click on the "Save Changes" button. If you have the Approval step ...
How to Send a Purchase Order (PO) with Your eInvoice in Link4?
QuickBooks Online (QBO) does not have a dedicated field for Purchase Orders (POs). To ensure your PO is sent along with your eInvoice, Link4 provides a simple alternative: Steps to Include Your PO Navigate to the Invoices section in Link4 and under ...
How to upgrade your subscription plan?
You will receive an email notification once you are at 80% of the limit to upgrade your plan so that you can continue sending and receiving eInvoices without any interruption. To upgrade your plan, please follow the steps below. 1. Go to Settings and ...
How to Update Your Profile Details?
Login to your Link4 account via our Home Page. Please click on the Company logo and go to "My Profile". You can update your details in the "My Details" section as shown below. Once you have made the required changes, please scroll down and click on ...
Upload your list of suppliers
Link4 made it easier for you to add your suppliers. Just download the template Excel file, add your suppliers, and upload them in one single file. Step 1 Log in to your Link4 account. Step 2 From your Dashboard, go to your My Suppliers page. ...
What is 2 Factor Authentication & How can I activate it?
The 2 Factor Authentication (2FA) is a one-time code that provides an additional level of protection to your Link4 account. When 2FA is activated, you will receive a code in your email each time you attempt to log in to your Link4 account. To ...
Allocate a Different Account to Each Line Item in Link4
If you come across a supplier that issues multiple expense categories in 1 invoice, you can allocate the appropriate account to each line item in Link4, by following the steps below: 1. Log in to your Link4 account 2. First, make sure that your ...
Update Your Password
Update Your Password To update your password go to 'My Profile' then Click on 'Password' Confirm your new password and then click "Change Password." Forgot your password? There are recovery options available via the "Login" page Type in your current ...
Forgot Your Password?
Forgot Your Password? If you have forgotten your password, follow these steps to reset your password.(1) Go to the Link4 "Home" page and click on "Login". (2) Click on "Forgot Password". (3) Add your email address (the one you use to login to ...
Upgrade Your Subscription Plan
You will get a notification once you are at 80% of the limit to upgrade your plan, so you can keep on sending and receiving e-invoices without any interruption. To upgrade please follow the steps below: 1. Click SETTINGS, then PLANS. 2. Choose a ...
Manage Your Subscription
Manage Your Subscription To manage your subscription click on 'Plans'. On this page, you can view your current plan, the number of transactions you have consumed during the month and your plan's renewal date.
Manage the Invoice PDF Attachment
Manage the Invoice PDF Attachment If you would like to enable sending your invoices as a PDF attachment, follow these steps: (1) Click on "Settings", then click on "Approval".. (2) Click on "Yes" on "Receive PDF copies of invoices". (3) Click on ...
Add Payment Details/Notes to Your Invoices
Add Payment Details/Notes to Your Invoices If you need to add any payment details or notes to all your invoices you can update this in the settings. Click on "Settings" and "Approval" . If you click on "Yes" at "Invoice Note", the invoice note will ...
Manage Email Alerts
Manage Email Alerts When you send or receive an invoice, Link4 will send you a notification email. You also have the option to receive daily or weekly email updates about your invoicing activity through Link4. To turn these alerts off or on click on ...
Send All Your Invoices Through Link4
Send All Your Invoices Through Link4 You can now send all your invoices through Link4, even if your customers are not using Link4 or any cloud accounting software. They will be able to receive your invoices in the form of a PDF email attachment ...
Manage and Invite Users
Manage and Invite Users This article aims to help you with inviting users and contacts to access your account with either admin or user privileges. To make these changes, click on SETTINGS > ACCOUNT > USER. Add Your Accountant/Bookkeeper as an ...
Update Your Profile
Update Your Profile After Signing up to Link4, we recommend that you update your ABN and phone number as we rely on this information to identify your business. To add your ABN and phone number, follow these simple steps: (1) Click on 'Settings' then ...
Review Credit Notes in Link4 Before Sending them to MYOB AR Live
Review Credit Notes in Link4 Before Sending them to MYOB AR Live You can review your suppliers' Credit Notes in Link4 before sending them to MYOB AR Live. To do this, log in to your Link4 account to enable this feature. Step 1 Click on the "Settings" ...
Review Invoices in Link4 before Sending to your Accounting Software
Review Invoices in Link4 before Sending to your Accounting Software Link4 allows reviewing of purchase bills before delivering them into your accounting software. To enable this feature, log in to your Link4 account and follow the steps below: ...