Release an invoice

For more information: Sales invoices (AR301000).

To release a particular invoice or note, use the Sales invoices (AR301000) window, as described below. You can also release multiple invoices and notes at a time, as described in: Release customer documents.

1. Go to the Sales invoices (AR301000) window.

2. Optional: to search and filter invoices by their type, select a type in the Type field of the top part.

3. Bring up the particular invoice or note you want to release by taking one of the following actions:

   • Use the search field in the upper right corner of the window.
   • Click on a column’s name, and use the filter and/or search field.
   • To navigate among invoices or notes, click the appropriate navigation buttons until you see the document.

4. Select the invoice or note you want to release by clicking on its Ref. no. or double-clicking the line.

5. Check the status of the document:

   • If the status is On hold, enter the control total in the Amount field (if applicable), and clear the Hold check field to change the status to Balanced.
   • If the status is Balanced, proceed to the next step.

6. Click Release. The released document is assigned the Open status.

Related pages

Concepts

• About types of customer ledger documents
• About sales VAT on sales orders and invoices
• About invoice releasing
• Process invoices - overview
• About invoice processing flow
• About invoice recording

Tasks

• Create and release an invoice
• Preview an invoice
• Print an invoice
• Send an invoice
• Email an invoice from preview in a report
• Override an email address
• Email an invoice to an unregistered contact
• Email an invoice or a credit note
• Create an invoice
• Pay a specific outstanding document

Windows

• Sales invoices (AR301000)