Invoice posting

Invoice posting

1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type Invoice posting in the Filter field
3. Click the Invoice Posting list item.
4.  Click the OK button. The Invoice Posting form opens.
5. Click the Process button. 
Note: This prints the Invoice Transaction Report and lists the invoices, debit memos, and credit 
memos to be posted in the grid at the bottom of the form.
6. A dialog box opens with the message” Invoice Transaction Report will be printed.” 
7. Click the OK button.”
8. A dialog box opens with the message, “Report Submitted.”
9. Click the OK button.
10. Review the report for your customer invoice and manual invoice. 
11. Click the Commit radio button. 
12. Click the Process button.
13. A dialog box opens with the message,” Invoice posting will be performed.”
14. Click the OK button.
15. A dialog box opens with the message “X X A/R Invoice(s) were posted.” Note: Posting the 
invoices move them to the AR Dist Journal. 
16. Click the OK button.
17. Click the X on the Invoice Posting form.

    • Related Articles

    • Authorize failed vouchers and voucher posting

      see demo under attachments tab

    • Copy customer order, ship and invoice

      Part 1: Copy a customer order to work with your own data 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type copy in the Filter field. 3. Click the Copy Orders and Estimates list item. 4. Click the OK button. The Copy ...

    • Issuing and posting an RMA credit memo

      Part 1: Preview the RMA Status Report for To Be Credited RMA’s 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type rma status in the Filter field. 3. Click the RMA Status Report list item. 4. Click the OK button. The RMA ...

    • Payment posting

      1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type a/r payment posting in the Filter field 3. Click the A/R Payment Posting list item. 4. Click the OK button. The A/R Payment Posting form opens. 5. Click the Process ...

    • Manual Invoice

      1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type invoices debits and credit memos in the Filter field. 3. Click the Invoices, Debit and Credit Memos list item. 4. Click the OK button. The Invoices, Debit and Credit ...