Accounts Receivable > Manage >

Unposted Invoices

 

         

 

 

Overview

Manage Unposted Invoices allows you to create, edit, and save Accounts Receivable invoices.

 

This Help page contains the following sections:

Filters

Invoice Grid

Invoice Edit Report

Post Invoices

 

 

Filters

There are two options available in the in Filters area: Revenue Centers and Users. Click the Search button to display results or the Clear Filters link to reset all filters.

 

 

Invoice Grid

The grid displays invoices matching the selected filters with the following columns:

 

Customer

Bill To

Invoice #

Invoice Date

Due Date

Revenue Center

Amount

ACH

Note: Hover over the Note  icon to preview the note.

Attach: Hover over the Attach  icon to see any notes on the attachment(s) and the filenames of attached files.

Setup: Hover over the Information  icon to display user and time information for when the invoice was set up and last updated.

 

Double-click on an invoice or click the Edit  icon to edit an invoice in the grid. You can also click the Add New Invoice  link to add a new invoice (More Information). Click the Delete  icon by an invoice in the grid to be prompted to delete that invoice.

 

 

Invoice Edit Report

Select the invoices you want to view and click the Invoice Edit Report button to display a preview of the Edit List of Invoices. Click Report Preferences on the blue bar above the report preview to select from the following options:

 

Print Notes

Print Setup Information

Print Recap By Revenue Center

Print Recap By Item

Print Recap By Source

Print Recap By Taxes

 

You can customize the sort order on the report by using your mouse to drag options horizontally between Available Options and Selected Options. You can also drag options vertically to re-order the Selected Options column. We recommend you drag items between the columns rather than using the ">>" and "<<" buttons since those buttons move all items.

 

 

All detail for the selected invoices is displayed along with any selected recap options.

 

If you have changed the selected options click the Run Report button to display an updated report preview. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click the Close Report button to return to the Unposted Invoices page.

 

 

Post Invoices

Posting your invoices allows them to be paid through Manage Payment Processing. Select the invoices you wish to post within the grid. You can also select the top box to select all invoices in the grid. Click the Post Invoices button to begin the posting process (More Information).

 

Compiled on 5/24/2018 9:19:57 AM