Happy Business Starts Here

Bulk write off of invoices based on an excel sheet

EdinaBacso
Student

Bulk write off of invoices based on an excel sheet

Hej,
I have a list of invoices every month end (in an excel sheet), which needs to be written off. The invoices are for different customers. I create invoice adjustments for each invoice separately on the customer account, and I was wondering if there was a more effective way to go about it? Is it possible to make the invoice adjustment / write off in bulk based on the list of invoice numbers?

Thanks.

2 REPLIES 2
tatyana
Valued Scholar

Re: Bulk write off of invoices based on an excel sheet

You could build a Workflow that would take an input of Invoice Numbers or Ids, and then do the write-off one at a time.

msonsma
Valued Scholar

Re: Bulk write off of invoices based on an excel sheet


@tatyana wrote:

You could build a Workflow that would take an input of Invoice Numbers or Ids, and then do the write-off one at a time.


Or even better, skip the Excel entirely and build a workflow that includes the business rules to select the invoices to written-off and implements the logic to write them off. Optional with an e-mail / approval step.