Qualifiers

1. You want to unpost an invoice

2. The invoice has not been receipted

   1. You will be alerted if the invoice has been receipted

   2. You can still unpost the invoice, but you must first edit and remove the invoice from any receipt batches it has been allocated against

3. The invoice has not been exported

   1. System Administrators are able to unpost export invoices as a default setting.

   2. You can give other roles in your business permission to unpost exported invoices if desired.

      1. Go to Roles / Details

      2. Unpost Exported Invoices - check on for each role that you want to give this authority to.

Un-post

1. Go to Fleet / Billing → Re-print

2. Invoice No - enter the invoice you want to unpost

3. Click on Go button

4. Click on Un-post button

5. Check the alert message

6. Click on OK

Email

If the client's invoice has already been emailed, let them know the invoice has been unposted.