EQD: Invoice Posting

Invoice posting moves the invoice from Order Entry to Accounts Receivable. The invoice is included in the AR Ageing Report and other AR reports. Receipts can be applied to the invoice.

Filter the search for un-posted invoices using one/multiple of the range selections:

1. Invoice #’s
2. Invoice Date:
3. Client ID:
4. Consultant ID:
5. User ID:

Include “Show ‘On Hold’ Invoices” and “Show Unprinted Invoices” to expand the search

Check both boxes, these are two reasons an Invoice won’t post. Click Okay to see the results.

• Show ‘On Hold Invoices
• Show Unprinted Invoices

1. Highlight and remove any unwanted invoices.
2. Verify Invoice Dates to Posting Period.
   1. Invoices posted to the incorrect period cannot be un-posted. They must be credited in the incorrect period and re-invoiced in the correct period.
3. Click Post.
4. Click Yes, to post the listed invoices.
5. A window may appear showing ineligible invoices, click Okay to continue.

6. A message window follows with results.

7. The posting screen returns, and the Batch List report is available.

8. This listing displays the disbursements made during invoice posting.