Organize credit notes issued and received for accurate AR/AP trackingautomatically
Track credit notes with customer/vendor context so you can maintain accurate receivable/payable balances.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Organize credit notes for accurate AR/AP reconciliation and audit trails.
- Connect credit note folders or ERP credit memo exports.
- AI extracts credit note numbers, parties, amounts, and reasons.
- Organize by type (issued/received) for reconciliation workflow.
Proof: 1.8k credit notes processed last month at 95.7% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Reconciliation ready: Match credit notes to original invoices for accurate AR/AP balance maintenance.
Reason tracking: Capture credit reasons (returns, discounts, errors) for financial analysis.
Audit compliance: Maintain complete credit note trails for audit and compliance requirements.
How it works
Credit notes auto-name to CN-Number_Customer_Vendor_Date_Amount.pdf with 95%+ accuracy, ready for reconciliation.
- Connect credit note folders or ERP credit memo exports.
- AI extracts credit note numbers, parties, amounts, and reasons.
- Organize by type (issued/received) for reconciliation workflow.
FAQ
Can I distinguish between credit notes issued and received?
Yes. Configure separate rules and folder structures for AR credits issued and AP credits received.
Will it work with partial and full credit notes?
Handles both partial and full credits with appropriate amount and reference tracking.
How do I match credits to original invoices?
Extract invoice references and organize by original invoice number for easy matching.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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