Process sales documents and confirm their kind

Use Files → Sales for a company's own sales documents. They do not go through supplier invoice vouching. Members assigned to the company and admins with access can operate its sales workflow.

Bring in the source

1. Open the intended company and Files → Sales.
2. Upload through Add documents, or sweep the configured sales Drive folder.
3. Open the resulting file and check that it is on the sale side.
4. Read the document-kind control before sending.

A sale document's initial kind is based on the side, rather than a reliable reading of what the paper is. It initially says invoice even if the paper is a credit note. Confirmation is therefore a required human decision in this workflow.

Confirm what Juan should create

Read the source and the control that says what Juan will create. Confirm Invoice when that is correct, or choose Customer credit note when the document reduces an earlier sale. Confirming the unchanged invoice kind is still necessary; leaving the initial value alone is not a recorded answer.

An unconfirmed sale document is held from sending. This applies to manual sending as well as automatic processing. A credit note sent as an invoice would increase revenue instead of reducing it.

Purchase documents are currently exempt from this confirmation hold. If the purchase paper is a supplier credit note, inspect the offered kind controls and resulting draft carefully rather than assuming it was classified from the paper.

Document, workbook, or sales report?

A customer invoice is one source document. A Summary of Sales is a workbook of transactions. A Z-reading or POS summary belongs to sales reports and is combined into a monthly plan.

Where What is this file? or Read this file as… appears, review the offered alternatives and reason before changing the processing road. Available choices depend on whether work has already been sent. The road and the invoice/credit-note kind are different decisions.

After sending

Follow the linked draft in Juan and review the customer, amounts, taxes, and document kind there. A confirmed kind does not approve the transaction or prove that Juan extracted every figure correctly. If a send is still pending, follow its recorded state before resubmitting the source.