e-conomic: Batch Invoices Processing

Updated 4 months ago by Kruti Patel


Features

  1. Feature to process the customer orders into invoices in batch
  2. Feature to book multiple invoices and register the payment into e-conomic
  3. Define notification settings (Positive/Negative email notifications to the app users)
  4. Share Adaptor with other users in your subscription with lots of security features.


Configuration flow

Procedure to activate Adaptor e-conomic: Batch Invoices Processing

Navigate to Adaptors -> Catalogue, there you can find multiple Adaptors which you can use for business purpose

Click on 'Activate',  Adaptor e-conomic: Batch Invoices Processing will be activated in your account

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor e-conomic: Batch Invoices Processing

In General you can manage different settings described in below (General) image


Click on 'Source' to connect e-conomic account in source, and invoices will be processed into e-conomic account once it is configured

Learn how to connect e-conomic account with iPaaS? - Click here


Click on 'Processing' to process customer orders, current invoices and booked invoices.

There you will find below tabs to process the documents:

  1. Customer Orders
  2. Customer invoices
  3. Booked Invoices


Customer Orders

All the e-conomic customer orders will be displayed into customer orders and you can convert selected orders to invoices ,book invoices and register payment for booked invoices.


Customer Invoices

All the current invoices will be displayed into Customer invoices and you can process all the invoices into booked invoices, and can register payment for invoice into e-conomic


Booked Invoices

All the booked invoices will be displayed into Booked Invoices, You can register payment for the booked invoices


Notification settings

Feature to send positive and negative notifications for adaptor level

Learn more about notification settings - Click here


Dashboard

You can view all the transactions of Adaptor through Dashboard

You can view all the details of invoices like debtor name, order no, invoice no, draft invoice no, other reference, amount, invoice date and status.


Category: Adaptor

Last date of update: 24.09.2018


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