Prerequisites for Finalizing Invoices.
The Finalize Invoice feature allows you to lock invoices so that you cannot make new postings to the invoice, edit transaction reference or supplemental information, or make adjustments to charges posted in the invoice.
However, you can post payments to an invoice after it is finalized.
You can use the Finalize Invoice feature to indicate the invoice has been reviewed and is ready to submit to the client. The finalized invoice then becomes the start date for aging the invoice.
To Finalize the Invoice
From the Manage Accounts Receivables screen, search for the account.
From search results, locate the account and click the amount due in the Balance column to open the Manage Account Invoices screen.
If required, enter your password and click Login.
Select the invoice(s) and click Finalize.
A Finalized indicator is added to the Invoice number.
To Unfinalize the Invoice
From the Manage Accounts Receivables screen, search for the account.
From search results, locate the account and click the amount due in the Balance column to open the Manage Account Invoices screen.
If required, enter your password and click Login.
Select the invoice(s) and click Unfinalize.