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Improved matching of advance payments when processing (online) sales orders.

Written by Jaap Jan de Lange on . Posted in Exact Online

Online sales often starts with an advance payment. Payment Service Providers, who facilitate an electronic payment when submitting selected products from out of a shopping cart in a webshop, provide a reference that can be used for matching incoming statements after delivering the goods and processing the sale.

Currently such a reference can be stored in a sales order, but is lacking a dedicated place to be used to optimize the matching process. Exact Online  will soon offer a dedicated place for a payment reference in a Sales order, that will be transferred via Goods delivery to a Sales invoice and an Outstanding item in the Financial administration where it can easily be recognized and matched with statements coming in.

This functionality is expected to become available within Sales orders in the coming weeks for customers using Exact Online Wholesale Distribution and Exact Online Manufacturing. Customers using an Exact Online Accounting edition that includes Sales invoices will be able to add a payment reference in the Sales invoice.

 

 

 

 

 

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