Hubdoc - differentiate credit notes from bills on auto-sync
Currently if you are using auto-sync hubdoc will only allow either purchases or credit notes from suppliers, but not both. If auto-sync is set to purchases then credit notes uploaded are posted as bills, and vice-versa.
Particularly for high volume customers it would be useful if Hubdoc could differentiate between them and post them appropriately on auto-sync.
Kevin Lawrence
shared this idea
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Betty Rose
commented
To be able to autosync invoices and credit notes relating to a single supplier would save me so much time - current clients who have hundreds of documents a month from a single supplier are having to be processed manually as only one document type can be saved as an autosync. Even if I had saved the Autosync settings as an invoice it would be helpful if Hubdoc would recognise a credit note is not an invoice and not publish it but sadly it currently does not support this and posts everything as an invoice.