Post Invoice (This option only applicable to "Open Invoices")

Select Post Invoices to post an invoice from the “Open Invoices” file to the “Posted Invoices” file (highlight an invoice).

If the option “Transfer Posted Invoices to Accounting” has been selected (in Invoice Defaults)the system will set a flag (an “X” in the Xfer column) indicating that the invoice has been posted and is available for transfer to an accounting application.

 

Occasionally, it will be necessary to reverse an invoice after that invoice has been posted.

To accomplish this, set the "Open Invoices/Posted Invoices/Completed Jobs" selection on the Invoicing Module main opening screen to "Posted Invoices."

 

Next, double-click the invoice to be reversed, and this will open the posted invoice, then click Save and the invoice will be removed from the Post Invoices file and saved to the Open Invoices file.