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Receivables

A receivable either an invoice or a credit note that you created.

How to create or import an invoice

A supplier invoice can be created via:

  • APIs
  • By manually entry it
  • By using the inbox or the upload
  • With a CSV

Check this video to see how to import an invoice, if it's part of a batch import (like a csv import) you can import the import status inside the import tab.

Create a file at src/pages/my-react-page.js:

info

Tresorbase automically sends invoices on the issue date, so you can create invoices with issue date in the future and we will send them automagically to your customers.

PUT YOUTUBE VIDEO HERE

How to import a credit note

Importing a credit not follow the same pattern of creating/importing a supplier'invoice.

PUT VIDEO HERE

Invoice status

Once you import an supplier's invoice it has a DRAFT default status.

DRAFT invoices can be deleted, modified and once verified they can be moved to waiting for approval.

TALK About the waiting for approval workflow