Marking and Removing Invoices from Payment

 

Mark Invoices For Payments

Mark Invoices for Payment

Steps to mark Invoices for Payment

1.    Click the Manage Payables link in the Actions menu of the Accounting tab.

2.    Click the Mark Invoices For Payment tab.

3.    If desired, refine your search using the search parameters available in the Search Options - Unpaid Invoices section.

4.    Click the Expand arrow next to the appropriate Vendor.

5.    Click the Expand arrow next to the appropriate Invoice to view details.

6.    Check the box next to any invoice you wish to mark for payment, then click the Process Selected Invoices link near the top of the screen.

You should see a dialog box which confirms that the invoice has been processed and supplies the Payable I.D.

Remove Invoices from Payment

Remove Invoices From Payment

Steps to remove Invoices from Payment

1.    Click the Manage Payables link in the Actions menu of the Accounting tab.

2.    Click the Remove Invoices From Payment tab.

3.    If desired, refine your search using the search parameters available in the Search Options - Paid Invoices section.

Note: If you want to refine your search using Account Number, it is mandatory for you to pick the date from the Paid Start Date and/ or Paid End Date fields.

4.    Click the Expand arrow next to the appropriate Vendor.

5.    Click the Expand arrow next to the appropriate Invoice to view details.

6.    Check the box next to any invoice you wish to remove from payment, then click the Remove Selected Invoices link near the top of the screen.

You should see a dialog box which confirms that the invoice has been marked as unpaid.

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