Updating invoices

Updating an invoice is the final step in the invoicing process as it makes the invoice a permanent part of your financial history. Before updating your invoices, you should review them to make sure the they are correct. Once an invoice is updated, or posted, you can no longer make changes to it that would affect the financial information on that invoice.

1. Click Update to A/R on the Sales Navigator.
2. Choose the invoices to update. You can selected by department, invoice date, invoice batch number, and invoice number.
3. Click OK.
4. The Invoice Verification process begins. The process reviews the invoices for errors and prompts you with the following options for correcting them. You must address all errors or skip the invoice:
   • Edit the Invoice: fix the error now and proceed with the updating process
   • Skip the Invoice: skip the specific invoice (the invoice will not be updated to A/R)
   • Add Item to Database: adds non-stock items to your item master file
   • Override errors on this invoice and updating anyway: applicable for non-fatal errors only
   • Abort Updating to A/R Altogether: no invoices will be updated
5. Click Finish to update the invoices.