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This text refers to program version 4.3  

Inspecting and Approving Invoices

Before you send an Invoice to a Customer, you should check and approve it, to ensure that the Customer is charged for the correct things. Approving an Invoice causes it to be inserted into your Sales Ledger.

When you approve and save an Invoice, if so defined in the Sub Systems setting in the Nominal Ledger, a transaction will be created and automatically transferred to the Nominal Ledger. This transaction will be assigned a journal number that is the same as the Invoice Number.

The Sales Ledger is organised so that incoming payments can only be registered against approved Invoices. There are three ways to approve an Invoice:

1. With the Invoice on screen, click the OK check box and then [Save].
   

2. Select an Invoice by clicking on it in the 'Invoices: Browse' window, and select 'OK' on the Operations menu. By holding down the Shift key you can highlight a batch of Invoices to approve at a single stroke using this method.
   

3. Use the 'OK Invoices' Maintenance function to approve a range of Invoices.

!	After approving an Invoice, only the Salesman, Last Reminder Date, Reminder Level and Comment fields may be altered.

You can use Access Groups to control who can approve Invoices and Credit Notes. To do this, deny access to the 'OKing Invoices' and 'OKing Credit Notes' Actions respectively.

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