Added
Turn sales summaries into customer transactions
Process a Summary of Sales into draft invoices and customer credit notes on the sales side.
A supported Summary of Sales workbook can now be processed from a company's Sales page. It creates customer transactions rather than supplier bills.
From summary to draft
Review extracted transactions in the Workbooks view, including total, VAT, and non-VAT amounts. Eligible positive transactions become draft invoices; negative transactions can become customer credit notes.
Sales use customer-side references and sales tax profiles. This workflow does not read or apply withholding columns or ATCs on the sale side.
Check sending before testing a workbook
The company's existing sending controls apply. Where automatic sending is enabled, eligible rows can reach Juan as drafts without another send click. Resolve held rows and review resulting drafts before approval.
No new switch enables this parsing separately: uploading a supported sales workbook enters this workflow. Ask an admin to check sending settings before trying a new client layout with real data.