What is a pending invoice? This is an invoice that does not affect the company's GL.
Use the process below if you are trying to make an invoice for a project but you do not have a job in SedonaOffice currently.
Steps to recreate:
- Choose the customer
- Select the correct site
- Choose the invoice option (right click)
- Choose new invoice
- Fill out all sections of the invoice
- Uncheck the completed section at the bottom of the invoice and save
- All pending invoices have a * and the word Pending
- The pending invoice will NOT be a choice in the payment processing section. Apply payments to unapplied cash or a job in the others tab
- Delete the pending invoice after the payment is received. *Remember* there will be no record of the invoice once it is deleted. Best practice is making good notes or scanning a copy into SedonaOffice.
