Invoices, Payments and Credit Notes
From A/R tab within the portal you have the ability to view invoices, payments and create credit notes. Invoice are automatically created from the platform and can only be generated manually when using the bill now function when placing orders, or associated with transactions.
By default, the system displays all invoices created in the current calendar month and which are due for payment. The system provides options to view the invoices by date period(start and end date). There are also options provided to find invoices by account number or by invoice number.
Credit notes are automatically created when you adjust an invoice that has been issued. The account business rules and customization of invoice can be conducted from the Config tab within the DASH portal.
The interactive image below outlines the account reconciliation process, as well as the location of the settings to configure your business rules around accounting.