Bulk write off of invoices based on an excel sheet
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?
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.
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.