How to Create and Manage Deduction Types

Customizing deduction types in CommerceJet allows you to streamline your invoicing process. Follow these simple steps to create, edit, and manage deduction types.

Step 1: Navigate to Settings

From the CommerceJet Dashboard, click on Settings in the side menu to access your account settings.

Step 2: Access Deduction Types

In the Settings section, select Deduction Types from the list of options. Here, you will see a list of standard deduction types available in CommerceJet, representing the types of deductions a trading partner may apply when paying invoices.

Step 3: Add a New Deduction Type

To create a new deduction type, click the Add New button. This will open a form where you can define the Description of the new deduction type.

Step 4: Customize the Deduction Type Description

Enter a clear and concise description for the new deduction type. This ensures that the deduction type is easily understood when applied to invoices. Once done, click Submit. The new deduction type will now be available for use in your invoicing process.

Step 5: Manage Existing Deduction Types

To update an existing deduction type, click on it and edit the description as needed. You can also delete any deduction types that are no longer relevant to your process by selecting the type and choosing Delete.

Pro Tip: Use consistent and clear descriptions for deduction types to avoid confusion during invoice processing.

Success!

You’ve successfully created and managed deduction types in CommerceJet. Your new deduction type is now available and ready for use in processing invoices.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.