Update invoices or credits to the ledger

Once you've created an invoice or credit note in your software, post it to your ledgers to create a Sales Invoice (SI) transaction.

Posting to the ledger posts a Sales Invoice (SI) or Sales Credit (SC) for each item line on your invoice.  It also adjusts the stock levels for the required products.

How to update an invoice or credit to the ledger

1. Go to Invoices and credits and select the required invoice.

Control how you select multiple records in Tools then Options.

2. Go to Update ledgers then press OK.
   
   A report appears with the updated transactions posted to the nominal ledger. 

If the update ledgers button is missing

1. Right-click on the toolbar and check if it's ticked.
2. If it still doesn't appear, an administrator or the MANAGER can log on and amend your access rights.

Bespoke training is available

• Delete any invoices or credit notes you've posted in error
• Further information about invoice and order defaults