(V1) How to pass invoice & payment knock off to accounting software by integrator?
Step 1:
Select ORDERS > CARRIER MANIFEST then tick the ORDERS and click SEND TO INVOICE
It will show a message after submit
Step 2:
Next log in to the integrator
Step 3:
Then click on GET LATEST LIST to get orders
Step 4:
The order you have selected just now will show in the list. Then, click SUBMIT TO ACCOUNTING
After submit to accounting the list will show INVOICE NUMBER and INVOICE SUBMIT DATE
Step 5:
After done submit, go back to Paid Order report in Payrecon. Select DATE RANGE for the orders.
Step 6:
Click ADD ALL TO CUSTOMER PAYMENT
Step 7:
Click VIEW CUSTOMER PAYMENT to check the knock off list
Step 8:
Next open integrator and click KNOCK OFF INVOICE
When this process finish running, the knock off process is done
PAYMENT NO will update to Paid Order Report
