Finalizing Invoices

Prerequisites for Finalizing Invoices.

The Finalize Invoice feature allows you to lock invoices, ensuring that no further charges or adjustments can be posted, nor charges edited to update reference or supplemental. Use the Finalize Invoice feature to indicate the invoice has been reviewed and is ready to submit to the debtor. The finalized invoice date can be the start date for invoice aging when Finalize Date is selected as the Date for Aging OPERA Control..

Finalizing Invoices

You are required to enter your PIN when the Force Cashier Login OPERA Control is active.

1. From the OPERA Cloud menu, select Financials, select Accounts Receivables, and select Manage Accounts Receivables.

2. Enter search criteria and click Search.

3. From search results, select the AR Account then click the amount in the Balance column.

   Note:

   As an alternative, you can click the Invoices link n the AR Account.

4. On the Manage Account Invoices screen:

   1. Select the invoice(s), then click Finalize.

Un-finalizing Invoices

1. From the OPERA Cloud menu, select Financials, select Accounts Receivables, and select Manage Accounts Receivables.

2. Enter search criteria and click Search.

3. From search results, select the AR Account then click the amount in the Balance column.

   Note:

   As an alternative, you can click the Invoices link in the AR Account.

4. On the Manage Account Invoices screen:

   1. Select the finalized invoice(s), then click Unfinalize.