Post a Transaction to an Invoice

Use the New Open Item Transaction dialog box to post payment and adjustment transactions to an invoice.

Note: The data grid displays invoices for parent customers only. If you select a child customer, the Invoices program includes the parent customer number to reference.

To post a transaction to an invoice

1. In the Invoices window, in the Navigation pane, click the customer or invoicing group for which to display invoices.

2. Click the Summary of Open Items tab.

3. To change the date range for which to display invoices, click the arrow next to the date range boxes and click a beginning and ending date.

4. In the data grid, right-click the invoice and then click Post Transaction. The New Open Item Transaction dialog box appears, with the invoice number at the top of the dialog box.

Tip: To select multiple sequential invoices, press and hold the Shift key and click the first and last sequential invoice. To select multiple non-sequential invoices, press and hold the Ctrl key and click each individual invoice.

5. In the Select Transaction Type section, click the transaction type to post.

6. In the Enter Transaction Amount box, type the transaction amount to post.

7. In the Comment box, type a comment to include on the statement (optional) and then click Accept.

Related Topics

Transactions