When you have all the details that you need to be able to post a transaction without having to amend it, you can post any transactions live.
Posting a transaction live means that it's posted to your nominal accounts. If a mistake has been made, a corrective transaction needs to be posted. Please ask your accountant for guidance.
If you're unsure about the details on any transaction and are waiting for confirmation, we recommend that you these so you can view, edit, and delete at a later point instead of posting them to your nominals incorrectly.
For more information on how to batch transactions, follow our article on batch transactions.
Post a sales invoice live from the customer record list
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the customer record you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click Add Invoice then enter the necessary information. For more information on how to enter a sales ledger invoice, please refer to our Enter a sales ledger invoice article.
Click Save then make sure you don't select Batch Transactions option.
Click Save.
You can also find information on how to enter any sales ledger transactions on our Everything you need to configure your sales transactions article where you can choose the type of transactions you wish to work with.
Post a sales invoice live directly from the menu
Click Debtors then click Transactions.
Select Invoice and the customer record. You can enter the customer account code. If you're unsure of the code, you can click the drop-down arrow and select Show More which displays several more records and offers you to search the code and name of the customer.
Enter the necessary information then click Save. For more information on how to enter a sales ledger invoice, please refer to our Enter a sales ledger invoice article.
Click Save then make sure you don't select Batch Transactions option.
Click Save.