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In this article, you will learn about how to upload Open Credits into Komet Sales.
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You can only upload an Excel file with a |
specific structure in the system for processing all records as Open Credits in Komet Sales. |
The system will save the open credits |
loaded for the customer |
Instructions
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Go to Setup>>Data Import. |
as balance adjustments. |
Table of Contents
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Upload Open Credits Into Komet Sales
Go to Setup and click on Data Import.
Select Open Credits.
Download the Excel sample and update its information with the actual details from your invoices.
Click on the box and upload your modified file.
Keep in mind that the credit balance must be a positive number.
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Upload the file into the selected area and wait a couple of seconds
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An email notification will be sent out with the results of the importing process. If the process is successful, an email will be sent to the logged on user. If some registers cannot be uploaded, the system will be sent an email with a link where users can review the reasons why the registers were not imported into Komet Sales. |
After the import process, the system sends an email notification to the logged-in user. If some records fail to load, you will find a link to the error details in the email. |
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