Invoice Posting

Use this form to post invoices, debit memos, and credit memos to create open items and update the G/L Journal and Customer records. Run this posting process after entering and receiving all on-hand transactions and their corresponding distribution records. You can further refine the posting process by selecting a range of customers, invoices, and dates.

Note: You can post invoices when a customer number that contains your wildcard character is entered into the customer number range.

Before actually posting the transactions, you must first print the Invoice Transaction Report as an audit trail of the posted items. A list of the transactions that will be posted displays in the grid at the bottom of the form for reference.

If an error is detected with the transactions during posting, an error message displays, and the erroneous record is not posted. The posting process continues.

When posting invoices, the transaction currency is copied to the A/R Posted Transaction for the invoice.

For an invoice based on a customer that uses revision/pay days to be included in this activity, the status must be Approved or Rejected.

If this is a multi-site environment, use the Multi-Site Invoice Posting form instead.