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Post bill transactions

To post invoices and credit notes

Open: Project Accounting > Billing > Post Invoices & Credit Notes.

1. The Post Invoices & Credit Notes window appears.

   • To post all of the outstanding invoices and credit notes, select Post all unposted invoices & credit notes.
   • To post the invoice or credit note relating to an individual bill, select Post invoice/credit note for a single bill, then select the Bill no.
   • To post an individual invoice, select Post invoice for a single invoice no, then select the Invoice no.
   • To post an individual credit note, select Post invoice for a single credit note no, then select the Credit note no.
2. To post the selected invoices or credit notes, click Post.

   • The system generates the invoices and credit notes in Sage 200 Financials, updates the customer's balance, and makes the appropriate tax and nominal account entries.

     Note: If you run a transaction enquiry from Sage 200 Financials, these transactions are marked with Project Accounting as the source module.

   • The system also generates a report of the transactions.

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