Prepare a supplier document or customer credit-note draft with the correct party and amounts.
1. Choose the correct record
Open AI Assistant in the right business. A bill or purchase order needs an existing vendor; a customer credit note needs an existing customer.
2. Describe the document
State “draft bill,” “draft purchase order,” or “draft credit note.” Include the party, item descriptions, quantities, prices, currency, dates, and applicable taxes.
3. Check the proposal
Review the party, document type, lines, tax, and total on the action card. A purchase order is different from a bill, and a customer credit note is different from a vendor credit.
4. Confirm and review
Choose Confirm as the account owner. Open the saved draft in its normal module. Applying credit, receiving stock, recording payment, and sending are separate actions.