Posting Invoices, Debit Memos, and Credit Memos

To post invoices, debit memos, and credit memos:

1. Open the Invoice Posting form or the Multi-Site Invoice Posting form.
2. Indicate whether you want to post invoices, debit memos, and/or credit memos. You can select more than one.
3. Select how you want to sort and display the report data. By default, the system posts transactions for all customers, but you can further refine your posting by selecting ranges of customers, invoices, and dates. On the Multi-Site Invoice Posting form, you can also refine by builder invoice.
4. To print the report, select Process.

   NOTE: You must first print the posting report before you can post transactions. By default, the Print option is automatically selected when you open this form.

5. After reviewing the report, select the Commit option.
6. To post the transactions, select Process.
7. When prompted to proceed, select OK.

If errors are detected in a transaction, the system displays a message indicating that not all transactions were posted.

NOTE: If you use the External Financial Interface, additional processing might occur during invoice, debit memo or credit memo posting. For more information, see "Setting Up an External Financial Interface."

Related Topics

Accounts Receivable Steps