Skip to main content
How to generate ID link for Twinfield?

Steps to how to add an attachment to a booking by generating a new link using the custom tag

Team Basecone avatar
Written by Team Basecone
Updated over a week ago

Sometimes you want to swap and/or add an additional document to an existing invoice after an invoice has already been posted to Twinfield. Each document has a unique "document link". This URL link can be created in the archive of Basecone. With the new link, you can replace it with the current link in the transaction Twinfield. A link can only be created if the documents are in the following formats .pdf, .jpg, .jpeg, .gif, .bmp, .png, .tif, .tiff

📌 This is only possible if the transaction is still on provisional. If the transaction is finalised, it will not be possible to replace the link anymore. 

Below you can find a step-by-step plan. If you do not need upload and/or merge any documents – skip directly to step 5.

  1. Download the invoice from the archive (the one that you previously booked)

  2. Upload the document back to Basecone

  3. Upload the 2nd page and/or attachments to Basecone 

  4. Merge the files together to create 1 document

  5. Select the document and choose [CUST] tag and press ok (leaving the field empty)

  6. Go to the archive and select the document that has the tab CUST

  7. Click on [Document link] and then click on [Generate link] and press ok

  8. Click on [Copy ID] (the link will be copied and not copy link)

  9. Go to Twinfield and open the transaction 

  10. Delete the current link (it is the box underneath the supplier/customer name)

  11. Paste the new link that was copied in step 8

  12. Click on provisional to save the new link

Please double check if the link is saved, you can click on the icon to review the document.

* If the link is not copied at step 8, you can manually copy the information from the field and then paste this in Twinfield.

** Generating a link doesn't apply to Excel files

Did this answer your question?