=====How to Unpost an Invoice====
{{entry>0;Unpost an Invoice;-}}

CATS allows you to unpost invoices from the general ledger that are dated within the current fiscal year. This does not delete the invoice, just removes the posted record from the general ledger. If the same invoice is reposted to the file, generally all payments against this invoice can be re-applied.   

<note tip>Usually, only supervisors have access to the unpost invoice feature.</note>

<note warning>Only use unposting of invoices for changes that do not affect amount, units, or weight, or for invoices that have not been sent to a customer.\\ 
Never delete unposted invoices with transactions against them, unless you are able to delete (not reverse, but delete) those same transactions.</note>

====The Unposting Procedure====
To unpost an invoice from the current year, go to **Maintenance > Adjustments > Invoice Adjustements > Invoice Unposting.**
[{{:cats:procedures:invoices:invoiceunposting_access.png|Use the Maintenance Adjustments Invoice Adjustments menu to unpost invoices.}}]

<note>You may see this menu instead: **Maintenance > Adjustments > Invoice Unposting**. This depends on your version of CATS. </note>

You may be asked to enter the default system password 1. Ask your supervisor for this password. Enter the password and hit the [Enter] key on your keyboard to proceed. 
[{{:cats:procedures:typepassword1.png|Enter system default password 1 and press Enter to continue.}}]

You will see a screen asking for details about the invoice to unpost. 
[{{:cats:procedures:invoices:invoiceunposting_uncheckinfoonlyuselookup.png|Invoice Unpost Details}}]

You can choose to enter all details yourself of use the **''Lookup...''** button to search through a list of invoices for one account.

===Entering Invoice Details===
To unpost an invoice without using the lookup function, input the precise details for this invoice:
  * **Type** - Purchase/Vendor or Sale 
  * **Date** - Enter the invoice date.
  * **Number** - The invoice number.
  * **Account** - Select the account from the drop-down box. 

When you have finished, un-check the option labeled **Print Information Only (Take No Action)**, then pick **Unpost**. 

CATS will ask you to confirm unposting this invoice. Select **Yes** to proceed or **No** to cancel. 
[{{:cats:procedures:invoices:invoiceunposting_confirmunpost.png|Choose Yes to Unpost or No to cancel.}}]

An on-screen progress report will be displayed, showing the number of items removed from the ledger. When it is finished, select **Close** to continue. 
[{{:cats:procedures:invoices:invoiceunposting_progressrecord.png|Pick Close to close this progress report.}}]

When finished unposting, click the **Cancel**  button from the details screen to return to the main menu.
[{{:cats:procedures:invoices:invoiceunposting_cancelreturntomenu.png|Click Cancel to return to the main menu.}}] 

===Using the Lookup Feature===
Instead of entering all of the details, you can choose to pick one account to filter by and then click on the **''Lookup...''** button to see a list of all posted invoices for that account. 

Choose an invoice from the list and pick **Continue** to return to the unposting details screen. 
[{{:cats:procedures:invoices:invoiceunposting_selectfromchooser.png|Choose an invoice to unpost and pick Continue.}}]

Un-check the option labeled **Print Information Only (Take No Action)**, then pick **Unpost**. 
[{{:cats:procedures:invoices:invoiceunposting_uncheckinfoonly.png|Un-check info only and pick Unpost.}}]

You will see a progress box that will scroll on the screen. When it is finished, pick **Close** to return to the invoice details screen.
[{{:cats:procedures:invoices:invoiceunposting_progressrecord.png|Close the progress box to return to unposting invoices.}}]

When finished unposting, click the **Cancel**  button from the details screen to return to the main menu.
[{{:cats:procedures:invoices:invoiceunposting_cancelreturntomenu.png|Click Cancel to return to the main menu.}}] 
====Unposting Commission Invoices====
If your settings allow you to create and post automatic commission invoices, then you can unpost them just like regular invoices are unposted. Simply use the broker account instead of the main invoice account. 
[{{:cats:procedures:invoices:invoiceunposting_selectaccount.png|Input the broker account on the unpost invoice screen.}}]

You can even use the lookup feature to find the broker invoice. You can see that most of the types will be **as** or **ac** (or your company's broker invoice code).  
[{{:cats:procedures:invoices:invoiceunposting_brokerinvoicelist.png|Most invoices are type ac or as, broker commissions.}}]

Follow the instructions in the section above to unpost the invoice as normal. 

<note>If you intend to amend the commission on the inventory invoice, you will need to unpost that invoice as well.</note> 

Then you can update the commission on the inventory (regular purchase or sale) invoice that this commission invoice was attached to. 

<note important>If you unpost a regular invoice with an attached broker invoice, you may be asked to re-post the broker commission. If you have **NOT** unposted the broker commission, do not say **Yes** to this question. Otherwise you will have a duplicate invoice.</note>

====Recalculating Payment Information====
CATS attempts to recalculate all payment information when invoices are unposted and reposted. Sometimes it is unable to recalculate the balance on a reposted invoice, however, and an Accounting Recalculation would need to be performed. 

If you had printed an invoice, posted it, then put a payment against it, when you unpost it, the printed invoice will now reflect that payment. Meaning, if the original invoice said **Due You: $500,000** and you paid $480,000, the re-printed and re-posted invoice will now read:
 **Invoice: $500,000**\\ 
**Payment: $480,000**\\ 
**Due You: $20,000**\\ 

This can be adjusted by using the **Prof** menu option on an unposted invoice to remove the payment information displayed there. 

{{tag>Unpost Invoices}}