We receive many questions about how cash discounts set in Fivaldi work with the FabricAI portal, as invoice payment details cannot be changed in the FabricAI portal. The main question is when changes need to be made separately in Fivaldi and when processing in the FabricAI portal alone is sufficient. Practically, these can be divided into two parts:
Correct cash discount is automatically included in the invoice
When the invoice supplier has placed the discount percentage in the field of the e-invoice message, it is automatically correctly included in the purchase invoice in Fivaldi, and the invoice's accounting handler does not need to touch it separately. When the invoice is paid from the ledger, the payable total is determined by the actual payment day, either with or without the cash discount.
Correct cash discount is not automatically included in the invoice
If the payment term is not automatically correct, the invoice payment term must be manually changed in Fivaldi. Such cases include, for example, when the invoice supplier does not provide a discount percentage in their e-invoice message (NOTE! Request a correction from the supplier!) or the supplier offers multiple variations (e.g., 10 days and 3%) for the cash discount.
In such cases, invoices can be modified in Fivaldi before processing from the FabricAI portal, or alternatively, if the number of such invoices is high, consider whether the client should be processed purely in Fivaldi with the assistance of FabricAI ai predictions.
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