Enhanced InvoiceNow Features for Customers
Important Note
Prerequisite Settings:
- Navigate to Contacts > Contacts List > Select the specific contact business.
- Click “Yes” to enable Send & Receive InvoiceNow feature.
1. Sending e-Purchase Orders to the Supplier
- Log in to Financio.
- Navigate to Purchases > Create New > Purchase Order.
- Customers can send an e-Purchase order to supplier via InvoiceNow network.
- Switch on toggle button to ‘Yes’ to send attachments via InvoiceNow network.
2. Sending Bill Response Status to the Supplier
- Log in to Financio.
- Navigate to Purchases > Purchases List > Click the Purchase Bill received from supplier.
- Click the right arrow to select the Bill Response status and send it to the supplier.
- Customers can select the Status, Specify the Action/ Reason and add additional comments.
- After selecting the specific status, the customer can clarify their choice with optional reason codes, explanations, and remarks for efficient resolution.
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Below are the options available for Bill Response Status List:
- AB - Acknowledged
- IP – In Process
- UQ – Under Query
- CA – Conditionally accepted
- RE – Rejected (Final Status)
- AP – Accepted (Approved)
- PD – Paid
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When Under Query, Rejected or Conditionally Accepted is selected, you are required to select Status Action or Status Reason:
- 1. The Status Action list contains:
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- NOA - No action required
- PIN - Provide information
- NIN - Issue new invoice
- CNF - Credit fully
- CNP - Credit partially
- CNA - Credit the amount
- OTH - Other
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2. The Status Reason list contains:
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- LEG - Legal information incorrect
- REC - Receiver unknown
- QUA - Item quality insufficient
- DEL - Delivery issues
- PRI - Prices incorrect
- QTY - Quantity incorrect
- ITM - Items incorrect
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3. Email received from the supplier once an e-Invoice is sent.
An email will be received by the customer after an e-Invoice has been sent by the supplier.
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