Close Posting

The Close Posting function generates an interim invoice and closes the balanced account without checking out the account. This function does not work when the account still has a balance.

WARNING:

Once the account is closed, this Can Not Be Undone.

1. Retrieve the account and navigate to the Invoice tab.
2. Ensure all invoices are 0.00 balance. If the account is unbalanced, the system prompts a Balance not zero message.

   Figure 10-81 Balance Not 0.00 in Close Posting

   
   
   
3. Click the Close Postings button.
4. Select Yes when the system prompts for a response. if No is selected, it will return to Invoice tab without closing the postings.

   Figure 10-82 Close Posting Confirmation

   
   
   
5. Check Hide Posting on the invoice tab to hide all closed postings.