How To Audit Sales Journal & Transmit Invoices

In the Main Navigation Menu, expand the Invoicing module, and click "Sales Journal".

You can select individual invoices, specific customers, or click the "Check All" check box to process all invoices.

Select the "Audit" tab, "Print" and "Submit" to review the selected invoices. You will have the ability to export to a spreadsheet to better analyze the data.

Once the sales journal is approved, select the "Close" tab and close the sales journal to impact the general ledger.

To send invoices to customers, in the top menu bar, click "Transmit Invoices".

Click "Selected" tab and remove all previously selected customer invoices.

In the "All Invoices" tab, you can narrow your selection by searching for specific invoices, adding a filter, selecting specific customers or invoices, or click the "Check All" check box.

Then, click on the "Selected" tab and click "Process for Email" or "Process for Print"

Verify email addresses and click "Send All". If a customer has multiple invoices, you can send them individually or as a group.