Sales Invoice Raised , Saved and treated as Sent and Uploaded.
Appears In:
Sales - Show all Sales
Client Account
Uploading - Ge a Message "Please browse for a file before uploading"
Which File is it referring to ?
Nominal Ledger - No Posting to Sales (A/C 4000) Nor VAT appears in Account 2200
What am I doing Wrong
Hi @ASHETH
I’ll try and help on both parts of your query.
This is used to attach a file to the document, for example, proof of delivery. You would first need to click the ‘Choose File’ button before clicking ‘Upload’:
Is this also for the invoice that is marked as ‘sent’? It should appear in the nominal codes. If you could provide me with the invoice number, I’ll take a quick look for you.
On the 1st Query , I think It is taking me to probably my folder , where I have not saved anything.
2nd issue, It is Invoice no.66
The Invoice appears as Draft & Will not show Sent even treated as sent
Have you got the correct date range set on the ledger view?
If you press ‘Use Existing’, this will load a search box to look for an existing file. If there’s nothing uploaded, obviously nothing will be found.
I’ve had a look at invoice 66, but it’s showing as draft. Draft invoices do not generate any nominal activity until they are sent.
How are you trying to send the invoice? Are you seeing any errors?
Yes, the date range in view is correct
I click save & send. No errors note come up
Save & Send will just open the preview with the send options visible. You still need to either “send by email” or “Mark as Sent”.
I went to client account, up selected view and all invoices , selected Invoice 66, and chose to set off against partial payment, it actually than posted the invoice to sales & sale VAT A/C
By logging a payment (either partially of fully), the invoice is no longer in ‘draft’, so the system will create the ledger entries for you.
I had “Mark as Sent” Generally it had worked except this one
Yes that exactly what happened.
I have another invoice similar one and see it works the same way
Thanks for your help.
