Connector

  1. Link a Harvest account by being an (Harvest) administrator : Harvest data is injected into kopilot.
  2. Link a Harvest account by not being an (Harvest) administrator : An error message appears to inform the user that the link is not allowed. 
  3. Revoke a Harvest account : The connection to Harvest is broken.

Customers

  1.  Create a customer : The customer is added to kopilot, but not visible yet.
  2. Rename a customer :  All past invoices are reassigned to the customer's new name.
  3. Archive a customer : The customer still exists in kopilot.
  4. Delete a customer : this cannot be done in Harvest.

Invoices

  1.  Create an invoice :  The draft invoice is not posted in kopilot.
  2. Send an invoice in the past : The invoice is added to the date of issue.  
  3. Send an invoice in the future : The invoice is posted at the future date.
  4.  Send an invoice in preferred currency :  The invoice is added in kopilot.
  5.  Send an invoice in foreign currency : The amount is converted into the main currency at the issue date exchange rate.  
  6. Sending an invoice in the future in foreign currency :  The invoice is posted. The exchange rate used is the current rate and will be adjusted when the exchange rate for the issue date is fixed.
  7. Delete an invoice : The amount must disappear from the recorded sales.If the invoice has not yet been paid, it disappears from the overdue page or expected payment. Deleted invoices are retrieved once a day (at night), or when you force the sync (by clicking on any "Sync now" button).

Payments

  1. Having been paid in full for an invoice : The invoice disappears from the overdue page or the expected payment page.
  2. Having been partially paid for an invoice :  The amount paid reduces the outstanding amount and the invoice remains, for the remaining amount, in the overdue or expected payment page.
  3. Having been paid too much for an invoice : The amount paid reduces the outstanding amount and the invoice remains, for the remaining amount, in the overdue or expected payment page.Nothing specific done for the exceeding amount.
  4. Having an invoice being paid for an archived customer : The customer still exists in kopilot, the invoice is paid, and disappears from the overdue page or expected payment.

Credit Notes

  1. Create a credit note : The credit note is not posted in kopilot.
  2. Send a credit note : The credit note is recorded in sales and reduces the amount of sales.
  3. Close a credit note : this is not visible in kopilot.   
  4. Delete a credit note : The credit note is removed from kopilot. Your turnover is increased by the amount deleted.  

Retainers

  1. Create a retainer : The retainer is added to kopilot, yet not visible on the screen.
  2. Send a retainer : The retainer appears in the Expected Payment page. When overdue, it goes into the Track Overdue page. Retainer is not computed as sales turnover. 
  3. Record the payment of a retainer : The retainer disappears from the overdue page or the expected payment page. 
  4. Close a retainer : The retainer disappears from the overdue page or the expected payment page. [SOON] The remaining amount is added to the Unearned Cash bucket.
  5. Drain a retainer by an invoice : [SOON] The amount consumed on the retainer is increased by the amount of the invoice, on the date it was issued. The invoice is automatically marked as paid, as it was prepaid. 
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