Debit Note
Debit Note:Debit memo, other than an invoice, is a written notice stating the amount debited to an account and explaining the reason for the debit.
For the convenience of understanding, the debit certificate can be understood as“A certificate issued by the party who lent money to the party who lent money”,or“A voucher issued by the owed party to the owed party”.
Application Scenario
B2B:
Before performing this application scenario, please confirm that you have activated the B2B function.
When merchant A supplies goods to merchant B, and merchant B has not paid merchant A for the time being, merchant A can issue a Debit Note to merchant B.
The process is as follows.
Add a quotation in the CMS, and create an order through the quotation, and follow the normal process to create a delivery order, release the warehouse, and deliver the goods.
After the delivery is completed, if Merchant B has not paid for the time being, Merchant A can open the CMS, order-order
Create a debit memo.
In the column of payment terms, Merchant A can set the time difference between the date of creating the Debit Note and the date of payment, and the unit can be selected day or month .
For example: the setting shown in the figure below is 30 days. If the merchant creates a Debit Note on December 1, other merchants must complete the payment before December 31.
Choose a payment method.
Change the status of Debit Note to Pending payment
If other merchant B pays later, the status can be changed to paid for .
Open order-order
Click on the discount order number to open the Debit Note
If it is settled once on a regular basis, it can be settled in the payment settlement.
Set Debit Note reminder notification
Open CMS
Enter the edit page, open the tab basic settings . You can choose Enable automatic email notification, automatic SMS notification, automatic Messenger notification . Set as shown in the figure below, Merchant A will notify by email.
Click other tabs to edit the templates of each notification method.
Merchant A can set how many days to notify before payment.
Example: Under Advance notice enter enter“7”, then Merchant B will receive a payment notification 7 days before the payment.
After the Debit Note is established, Merchant A will send a status change notification to Merchant B every time the status is updated.
Credit Note
Credit Note:Credit memo, a written notice to credit an account and explain the reason for the credit.
For the convenience of understanding, the credit certificate can be understood as “A certificate issued by the party who lent money to the party who lent the money”, or “A voucher issued by the party in debt to the party owed”.
Application Scenario
B2B:
Before performing this application scenario, please confirm that you have activated the B2B function.
When merchant B supplies goods to merchant A, and merchant A has not paid merchant B for the time being, merchant A can issue a Credit Note to merchant B.
The process is as follows.
Add a purchase order in the CMS, and create an order through the purchase order, and follow the normal process to store the goods after they are delivered.
After entering the warehouse, if Merchant A has not paid to Merchant B temporarily, Merchant A can open the CMS, order-Purchase Order
Create a credit memo.
Set the payment terms and payment method, and check the price is correct.
Change the status of the Credit Note to Pending payment
If merchant A pays later, the status can be changed to paid for .
Open order-order
Click on the discount order number to open the Credit Note for the order
If it is settled once on a regular basis, it can be settled in the payment settlement.
Set up Credit Note reminder notifications
Open CMS
Enter the edit page, click the tab basic setting . Like the reminder notification of Debit Note, you can choose Enable automatic email notification, automatic SMS notification, automatic Messenger notification . Set up as shown in the figure below, and the merchant will be notified by email.
Similarly, merchant A can set the number of days before payment in the Credit Note reminder notification. Click other tabs to edit the templates of each notification method.
When the status of the Credit Note changes, Merchant B will receive relevant information.
payment settlement
If there is a relatively long-term cooperation between two merchants, they often choose to settle once a period of time, such as once a month, and then payment settlement can be used.
Payment settlement is to calculate multiple Debit Notes and Credit Notes together.
Open CMS
You can enter keywords in the search box to search.
Example: To search for customers, enter“one two three”, you can search for all Debit Notes and Credit Notes of one two three merchants.
Check the discount notes you want to settle, namely Debit Note and Credit Note, and click [Payment Settlement] on the upper right.
Go to the payment settlement page.
You can see the settlement total at the bottom, and you can set the payment terms and payment methods.
Change the status to pending payment
After the party in arrears completes the payment, change the status to paid for , and then click [Save] in the upper right corner to complete the payment settlement.
