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Sales invoices9/15/2023 ![]() Use the checkboxes on the left to select one or more sales invoices that you want to post.Alternatively, you can select Create New View to define your own list view. Choose a predefined view from the drop-down list to select the records to display.If there are any failures in the process, the notification message will contain a link so that you can review the cause of the failure. If the process succeeds, the notification message will contain a link to the related sales invoice line item. You are notified of the success or failure of this operation. If the invoice is associated with one or more income schedules, the invoice's status becomes "Ready to Post" and it is batched up for posting by a scheduled job.ĭuring the posting process a series of income schedule journals are created and posted for each sales invoice line item. This feature is not supported in Lightning Experience. System Administrators can post sales invoices for any of their user companies, regardless of their current company selection. You do not need to change the current company. When you have more than one current company selected, you can post a sales credit note for any of the currently selected companies.Wait for the whole currency revaluation process and all related batch jobs to complete before continuing to post documents. Do not post any documents to a period that is being revalued.General ledger account associated with it and all the related Products haveĪppropriate sales revenue accounts assigned to them. For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured., your administrator may need to add a Post button to your page layout.Ĭan only post a sales invoice if the relevant Account has an account trading currency and an accounts receivable If you are using Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). ![]() The discount dates and amounts are stored on the transaction for use in cash matching and when printing the document.Ī fully posted sales invoice is "Complete" However, if a customer account has its own credit terms, then these take precedence. Terms can be set at account level for vendors and/or company level for customers. The discounts are calculated in both account and document currency using the document date and the credit terms Set of terms used to determine due dates and discounts for the goods and services bought or sold. Transaction line items is zero in document, home and dual currency. Ledger and the sales invoice is assigned a transaction number. When a sales invoice is posted, two or more transaction line items are posted to your document company's general ![]() For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. When you create recurring invoices using Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package).When you post sales invoices from a list view.When the sales invoice has its tax value calculated by AvaTax.When the sales invoice exceeds the lines threshold set for sales invoices in the Accounting Settings custom setting. ![]() When the sales invoice has an income schedule attached.Sales invoices are batched up for posting by a scheduled job in the following situations: Posting documents asynchronously using Background Posting Scheduler, see About the Background Posting Scheduler.Setting up the scheduled job, see Setting up the Background Posting Scheduler.A "Ready to Post" document cannot be amended, discarded, printed, or manually posted. The document is set to "Ready to Post" and it is batched up for posting by a scheduled job. In some situations, the posting isn't immediate. In Classic Edition The view of the application that you see when you first install the base managed package., the Save & Post button first saves the document then posts it in the same way as if you had clicked the Save and Post buttons separately. Post a single "In Progress" sales invoice. The Post button on the sales invoice detail page allows you to ![]()
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