Other reasons that a buyer’s account may need to be credited include incomplete orders, accidentally sending an invoice to a buyer, or customer dissatisfaction with the items received. If a buyer receives damaged or deficient goods, a credit may be issued for future purchases and to document the return of the goods. There are several reasons that a seller might issue a credit note. For returned items, the buyer updates their purchase return account, whereas the seller updates their sales return account to show the decrease in revenue. The buyer can then use that credit memo to update their accounting books to reflect the reduction in liability to pay the seller and a decrease in expenses. For example, a vendor would issue a credit note to a customer to document the reason for and amount of credit. However, credit notes are typically commercial documents used between businesses. The note functions similarly to a consumer receiving store credit for returning a retail purchase, which they can then use to purchase other items at the store. Getting started with the Smartsheet APIĪ credit note, also known as a credit memo, notifies a buyer that they are receiving a credit on their account for returned goods, either to correct an overcharge or incorrect taxes on a previous invoice, or for another reason.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory. Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.They are now ready for you to review, send for approval, or post. You will now see the imported invoices on the Purchase Invoices page. When the import is complete, the import will show a message saying “Import Successful” along with the number of lines that were imported from the Excel file. You will be presented with a progress window while the invoices and credit memos are being created. To do this, press on the Ellipsis button (…), select “Choose…”, then select the Excel file to import: You will then be presented with a pop-up window that asks you to select the Excel file to import: Once the app has been installed, use the Search button to run the “Purchase Invoice Import” Running the Purchase Invoice Import in Business Central The add-on dynamically adjusts to whatever template you choose. This means different users can use different templates, or the same user can use different templates depending on the types of invoices they want to import. The point is – each user decides which fields are relevant to them, which fields they want to use in their import, and they choose the ordering of the fields in their file. If there is a custom field, or other non-standard field you want to use in your import – let us know! Lighthouse Experts Group will provide your team with a list of fields to choose from – you can then pick which Purchase Invoice/Credit Memo fields you want to use in your import file.ĭownload the list of available fields here Once the Excel file is ready, run the import in Business Central, select the Excel file, and that’s it! The add-on will create all the invoices and credit memos within a few seconds.Ĭlick Here for a Free Trial on Microsoft AppSource The add-on will perform validations to make sure that any required fields have been entered, codes are valid, dimension values exist, etc. Users can focus on the fields that are relevant to them in their import file, without worrying about all the additional fields on the Business Central application. This can be useful for organizations who enter more than 10-15 invoices into Business Central weekly, as Purchase Invoices and Credit Memos will now be uploaded in bulk, simply by entering them into Excel and running the import. You can select what fields you want to import, and the add-on will put all the values in the right places – no need to follow a template! The Purchase Invoice Import add-on allows a bulk import of several Purchase Invoices and Purchase Credit Memos into Business Central from a regular Excel file.
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