Once you've created an invoice or credit note in your software, post it to your ledgers to create a Sales Invoice (SI) transaction.

Posting to the ledger posts a Sales Invoice (SI) or Sales Credit (SC) for each item line on your invoice.  It also adjusts the stock levels for the required products.

Watch a video?

We've prepared a video guide which explains this process in more detail.

How to update an invoice or credit to the ledger

1. Click Invoices and credits and click the required invoice.
   TIP: Control how you select multiple records in Tools then Options.
2. Click Update ledgers then click OK.
   
   A report appears with the updated transactions posted to the nominal ledger..

Next steps

• Delete any invoices or credit notes you've posted in error
• If the update ledgers button isn't appearing, right-click on the toolbar and check if it's ticked. If it still doesn't appear, an administrator or the MANAGER can log on and amend your access rights 
• Further information about Invoice and Order defaults