Updating invoices and credit memos

This procedure shows you how to update invoices and credit memos to report Billing transactions to other applications, such as Sales Analysis, Accounts Receivable, Project Accounting, and General Ledger.

Tax distribution records are passed to the Accounts Receivable application when you run Subsystem Update (BL123), to be used for discount recovery purposes. These records are created if you selected tax recovery on discount when setting up your Accounts Receivable company.

Procedure flow: Updating invoices and credit memos

Access Subsystem Update (BL123).
Add a job name and description.
Select the company.

Note: Updating invoices by process level is only available if you are set up to invoice by process level.
To update invoices for a specific process level, select the process level.
Submit the job.