How Will MarginEdge Handle Handwritten Adjustments on my Invoices?

MarginEdge gives you a variety of options to set up your vendors so we can account for handwritten credits and adjustments. The setup depends on whether you receive EDI invoices from the vendor or not. You can change these settings at any time. All invoices will be processed according to your specifications once they are set, but changes in instructions will not change your invoices retroactively. 

You’ll specify instructions by setting up options for each of your vendors.

Go to your Vendor menu:

  • Select Vendor and click on the vendor you want to edit
  • Select the Edit icon to the right of the vendor name
  • Scroll down to the Invoice Configuration Menu.

Here, you will see two dropdown fields (these two fields are related):

  • Handwritten Vendor Credit Process
  • EDI Invoice Process 

Handwritten Vendor Credit Process

This dropdown specifies how you would like us to handle handwritten adjustments on your invoices. (Options here can only be edited if you do not receive EDI invoices for the vendor. If you do receive EDI invoices for the vendor, this field will be set automatically based on your EDI Invoice Processing selections.) 

For each vendor, select how you want us to process invoices with handwritten credits: 

Combined (Default)

  • The uploaded invoice will appear as one invoice in MarginEdge.
  • The information entered will be from the vendor invoice and taking into account any handwritten adjustments on the invoice.

Separate 

  • The uploaded invoice will appear as two invoices in MarginEdge.
  • The first invoice will be entered as it appears on the vendor invoice - NOT accounting for any handwritten adjustments.
  • The second invoice will have a negative value for the amount indicated by the handwriting on the invoice.

Skipped

  • The uploaded invoice will appear as one invoice in MarginEdge.
  • The information on the invoice will be entered as it appears on the vendor invoice - NOT accounting for any handwritten adjustments.
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