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3.1.4. Billing Approvals
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3.1.4. Billing Approvals

When you convert an order approved for billing to an invoice, you create an unposted invoice. Unposted invoices must in turn be posted to generate associated general ledger (G/L) transaction records. You can reverse the process of invoice creation by deleting the unposted invoice. To edit orders approved for billing and to create invoices for these orders, go to Sales > Billing > Invoice > Billing Approvals. The following screen will appear:

Billing Approvals

The billing approvals list displays orders approved for billing. Multiple billing approvals can be selected to create invoices for selected approvals.

Tip

Because less detailed information is shown, the billing approvals list will load more quickly than the billing edit list. The amount of detail is the only difference between the two lists. Both show the same orders approved for billing.

The following buttons are unique to this screen:

CREATE ALL

Select to create invoices for all orders on the list.

CREATE INVOICE

Highlight an individual order, then select this button to create an invoice for the selected order.

Tip

Users may be restricted from editing billing approvals if they are granted the privilege RestrictSelectOrderEditing.

CANCEL

Highlight an order and then select this button to cancel the billing for the selected order. Canceled billing approvals may be recalled to shipping—and then returned to inventory from there.

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3.1.3. Approve Order for Billing Home 3.1.5. New Invoice