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Hyperext

Sage SDO - Invoicing - How to post to ledger

SUGGESTED
Posted By

Hi All,

We are working with the SDO and have setup the ability to post most things, Sales Orders, receipts, invoices etc. 

When I want to post a receipt against an invoice, I search for the customer account, and then search for the invoice by invoice ref. 

I have noticed that unless I manually click the update ledgers in sage for that invoice, the SDO does not find it when searching. 

Is there a way using the SDO that I can post the invoice to the ledgers? or any other workaround for this issue?

Thank you for your help

  • 0
    SUGGESTED

    Hi,

    Thanks for using Sage City.

    It’s not possible to allocate a sales receipt (SR) against a sales invoice (SI) unless the SI has been posted on the customer’s account first. To post this you need to either post the SI as a batch invoice, or click Update Ledgers in the Invoices and credits module.

    You can find more info on posting your invoices to the ledgers here.

    If this has answered your question please click More > Verify Answer.

    Regards,

    Paul

    Sage UKI

*Community Hub is the new name for Sage City