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You can post invoices in mass or individually. You can also preview and print a list of unposted invoices before posting.

To preview and print invoices after posting, click Print Invoices on the Invoices main menu. You can sort by name, customer code, and posting period. The matching invoices display in the grid in the lower half of the window. Select the invoices you want, and click Preview or Print.

Note

If you specified auto apply payments for a particular customer/fee, those apply only for that customer/fee. If you apply the invoice to a prepayment, the program credits revenue and debits the prepayment account for the amount of the prepayment.

 To print or preview unposted invoices
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Invoices and click Go .
  3. Click Post Invoices. A list of unposted invoices for the selected posting period displays in the Post Invoices window.
  4. If you want to include each invoice's distribution in the preview/print list, select Print Distribution. To show only a summary list, clear that option.
  5. To preview the list, click Preview, then Close to return to the Post Invoices window.
  6. To print the list, click Print, confirm the printer selection, then click OK.
 To post individual invoices
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Invoices and click Go .
  3. Click Post Invoices. A list of unposted invoices for the selected posting period displays in the Post Invoices window.
  4. Select Use Selection.
  5. Click to select the invoice you want to post. To select multiple invoices, hold down the CTRL key while selecting.
  6. Click Post Invoices and confirm.
 To post all invoices
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Receivable Invoices and click Go .
  3. Click Post Invoices. A list of unposted invoices for the selected posting period displays in the Post Invoices window.
  4. Make sure the Use Selection check box is cleared.
  5. Click Post Invoices and confirm.
Additional Field Information


Auto Apply
Select if you want unapplied payments automatically applied to invoices.

Print Detail Headers
Select to print the distribution information with headers and a border. Print Detail Headers is only available when Print Distribution is selected.