Bill Flow
INDEX:
File Upload
Bill Creation
Sales Invoice Creation
Payment Entry
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File Upload
Login : Log in to ClaimGenie to access the homepage
Click the Search Bar at the top right of the ClaimGenie website.
Type File Upload in it and Select File upload List.
In the File Upload List Click Add File upload.
Now Select Excel or Zip from the File Format list and Debtors Report in the File Type list.
To attach the file Click Attach Button in the file upload.
We can Drag and Drop the file in the upload Dialogue Box or click My Device to upload the document.
Now Click Upload.
After the file is uploaded the status of the File Upload will be set to Open.
Following that, processing will be completed, and the data inside the file will be categorized into three sections: "INSERT," "UPDATE," and "SKIP".
A single file will be separated into three files based on the following criteria:
If the file contains new records, they will be categorized under the type 'Insert'.
If the file contains records already present, they will be categorized under the type 'Skip'.
If the file contains updated records for existing data, they will be categorized under the type 'Update'.
Only the records present under type 'Update' and 'Insert' only be uploaded in Bill.
After the Successful completion of the File Upload. Document status will be changed to Success.
Bill Creation
After that the Bill will be created based on the information provided in the Excel.
Sales invoice Creation
Sales Invoice will be created for each Bill.
Payment Entry Creation
After the Payment Matching a Payment Entry will be created for the Sales Invoice.
Now the status of the Sales Invoice will be changed to Paid.
