cats:procedures:invoices:unpostinvoice

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cats:procedures:invoices:unpostinvoice [2016/03/15 20:59] – [Unposting Commission Invoices] amandacats:procedures:invoices:unpostinvoice [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 =====How to Unpost an Invoice==== =====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.    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>Only supervisors have access to the unpost invoice feature.</note>+<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.\\  <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.\\ 
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 <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> <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==== ====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. 
  
-====Information About Unposting====+{{tag>Unpost Invoices}}
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  • Last modified: 2017/12/19 03:21
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