How To - Open and Close an Invoice

On occasion, It is necessary to Open an invoice to issue a credit, post a payment, or make a change.

Go to the "Invoices' tab
Select an Invoice by placing a check mark next to the Invoice #
Select Open or Close

See the status in "Status" column

It is very important to Close invoices after you have opened it. If an invoice is left open during a bill run, the item billed will be posted to the open invoice rather than creating a new/current invoice.

Vicki Witte - July 08, 2020 21:30

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