Upload Open Credits Into Komet Sales

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.


Upload Open Credits Into Komet Sales

  1. Go to Setup and click on Data Import.

  2. Select Open Credits.

  3. Download the Excel sample and update its information with the actual details from your invoices.

  4. Click on the box and upload your modified file.

Keep in mind that the credit balance must be a positive number.

Upload Open Credits from the Excel file in the Data Import screen.

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