How to Unpost an Invoice [CATS Knowledge Base]

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How to 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.

Only supervisors have access to the unpost invoice feature.

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.

The Unposting Procedure

To unpost an invoice from the current year, go to Maintenance > Adjustments > Invoice Adjustements > Invoice Unposting.

Use the Maintenance Adjustments Invoice Adjustments menu to unpost invoices.

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

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.