Create a new purchase contact for an e-invoice from an unknown creditor
You add a new purchase contact/creditor if an imported e-invoice has Unknown creditor as its status. If the creditor is not yet recorded in Profit, you can create it directly via the e-invoices view using the New purchase contact action. Using this action, Profit can retrieve information from the UBL, such as the name and Chamber of Commerce number.
If you work with AFAS Online and you have a contract with Company.info, you have the option of supplementing company data automatically.
Create a new purchase contact/creditor for an e-invoice from an unknown creditor:
- Go to: Financial / Creditor / E-invoice.
- Select the e-invoice with the status Unknown creditor.
- Click on the action: New purchase contact.
Profit launches the New purchase contact/creditor wizard.
- Follow the instructions given by the wizard.
You will get a message if corresponding information from the organisation already exists.
In AFAS Online, you can also search for the address data using the button for the Name field, followed by the extra option Search in company information. In Profit Windows, you have the option of supplementing company data automatically if you work with AFAS Online and you have a contract with Company.info.
- Click repeatedly on: Next.
- Select the Is creditor check box and enter the necessary financial information.
- Click on: Finish.
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