Once you have printed your invoices, use Post invoices and credit notes to update the Sales Ledger. This posts all orders that have been partially or completely invoiced.
If you need to refund an online payment after you have posted your invoices, use Refund Online Card Receipt.
The invoice is added to the customer's account in the Sales Ledger. This adjusts the balance and the turnover value for the customer.
If you have not selected Add Directly to the Sales Ledger in the SOP settings Order Processing tab, the invoice is added to the pending transactions file. You must update this from the Sales Ledger.
If a payment was entered with the order, this is posted to customer's account and allocated to the invoice.
All orders entered with a payment are added directly to the customer's account in the Sales Ledger.
Open: Sales Order Processing > Order Processing > Post Invoices and Credit Notes.
Select whether you want to post any previously unposted invoices, or invoices that have been created for any customer orders.
If you are posting unposted invoices and credit notes, select from the following range of choices.
|
All customers |
You do not need to enter any criteria. |
|
Single customer |
Select the customer account. |
|
Range of order/return dates |
Select the From and To dates for the range of orders. |
|
Range of invoice/credit notes dates |
Select the From and To dates for the range of invoices. |
If you are posting invoices for orders, select from the following range of choices.
|
All orders |
You do not need to enter any criteria. |
|
Single customer |
Select the customer account. |
|
Single order |
Select the order number. |
|
Range of order numbers |
Select the From and To numbers for the range of orders. |
|
Range of order dates |
Select the From and To dates for the range of orders. |
|
Range of invoice numbers |
Select the From and To numbers for the range of invoices. |
|
Range of invoice dates |
Select the From and To dates for the range of invoices. |
Other tasks
Reference
Order processing (SOP settings)
Sales Ledger pending transactions