Required: Clear a draft invoice
Learn to post or cancel a draft invoice.
You must post or cancel each draft invoice before closing the accounting period.
- In the Action Needed tab, click the Transaction Number of the invoice to view the invoice details.
- In the Invoice detail page, click Post Invoice to post the invoice and clear the issue. Alternatively, you can cancel the invoice by selecting more > Cancel Invoice.
- Rerun the trial balance to confirm that the issue is fixed.