Upload credit memos
This guide shows you how to upload credit memos, so your customers can apply them to their balances. It is written for the accounts receivable user.
You will:
- Create a comma-separated values (CSV) file of credit memos
- Upload the file for ingestion
Create a comma-separated values (CSV) file of credit memos
- Gather your list of credit memos from your system-of-record
- Create a row for each credit memo, using the structure below. The first row should be the names of the columns (e.g.,
account_id, adjustment_id, amount, ...)
* indicates the field is required.
| Column Header | Constraints | What is this column? |
|---|---|---|
account_id * |
unique invoicing account id from your system-of-record | |
adjustment_id * |
unique credit memo id from your system-of-record | |
amount * |
Original credit memo amount | |
outstanding_amount * |
Amount remaining for use | |
currency * |
Amount's currency | |
payment_due_date |
YYYY-MM-DD |
|
transaction_date |
YYYY-MM-DD |
|
voucher_id |
||
adjustment_invoice_id |
||
job_id |
Unique id of the job/project in your system-of-record | |
job_name |
Name of the job/project in your system-of-record |
You should now have a file that looks like this.
account_id,adjustment_id,amount,outstanding_amount,curr...<and so on> 123-123-123,333-333-333,15.00,15.00,USD,... 123-123-123,444-444-444,300.00,200.00,USD,... 789-789-789,555-555-555,17.00,17.00,USD,...
Upload the file into Drypowder
Now it is time to upload the file to Drypowder for ingestion.
- Navigate to Integrations -> Integrations
- Click the Upload File tab
- Click
Select your credit memos file
- Choose the CSV file you created earlier
- Click Upload Files. Drypowder will begin uploading the credit memos to the invoicing accounts. You are finished.
Visit Integration reference guide to learn more, including how to track the status of the upload.