In this article, you will learn about how to upload Open Credits into Komet Sales.
User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup and Shipping.
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 as balance adjustments.
Table of Contents
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.
After the import process, the system sends an email notification. If the import is successful, the system will send the email to the logged-in user. However, if some records fail to load, the system will send an email with a link to error details.
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