Required: Clear a draft invoice
Learn to post or cancel a draft invoice
Each draft invoice must be posted or canceled 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.
- Re-run the trial balance to confirm that the issue is fixed.