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AR

AR Discounts

This bot applies credit to an invoice when the customer has paid within the discount period.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Login to Accounting/ERP system.
  2. Navigate to open invoices.
  3. Check if the balance due amount is the discounted amount.
  4. Check if the payment was received in the discount window.
  5. Apply Discount Credit and send Zero balance invoice.
  6. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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AR

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