RB User Guide > Billing > Post Invoices

Searching unposted invoices

If you did not post invoices as you created them in Turn In, use the Post Invoices function in Billing to find the unposted invoices. You can then calculate invoice totals, if necessary, preview invoices to check for errors, and post and send invoices to clients.

1. Billing > Post Invoices
2. In the Search By pane, click to see all unposted invoices, or limit results by using one or more search filters before clicking :

   • Job No.

     Enter a job number to post invoice(s) for a single job.

   • Invoice Date From/Invoice Date To

     Enter a date or date range to post invoices created during those days. See Date Navigator.

   • Invoice No.

     Enter the invoice number to post a single invoice.

   • Show COD

     No – Default. COD invoices cannot be posted or archived to the central repository, so they do not appear in default search results.

     Yes – If you have COD invoice(s) that you want to unflag as COD and post. See Working with COD invoices.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. RB displays all unposted invoices that fit the search criteria in the Post Invoices results pane:
   • If a checkmark appears in Need Calculation column for an invoice, charges on the invoice have not been totaled. To total charges, see Calculating invoices.
   • To view and edit invoice details, click its hyperlink. See Viewing & sending single invoices.
   • To review the invoice before posting and sending, see Previewing invoices.
   • To post invoices, see Posting invoices.

NOTE: Color-coded results

Invoices listed in the Post Invoices results pane are color coded based on their job status. Job status colors are set in System Preferences > Calendar > Job Status Color.

Reference

• Date Navigator
• COD invoices
• Lookup panel
• Business Units
• Job Status Color

Step-by-step instructions

• Working with COD invoices
• Calculating invoices
• Viewing & sending single invoices
• Previewing invoices
• Posting invoices