Accurate billing is essential for maintaining financial records and ensuring seamless transactions. With PRO Software, invoice validation is a simple yet critical process that confirms invoice details before they are finalized. Once validated, invoices receive a unique number and are recorded in your accounting system, ensuring accuracy and compliance.
Why Validate Invoices?
- Prevents errors by reviewing details before invoices are finalized.
- Ensures compliance with financial record-keeping requirements.
- Improves cash flow management by keeping accurate billing records.
Steps to Validate Invoices in PRO Software
Follow these steps to validate invoices efficiently:
- Access the Accounting Module
- From the PRO Home Screen, navigate to the Accounting Module.
- Open Invoices
- Click Customers > Invoices from the top menu.
- Filter and Group Invoices
- Set the Filter to Draft and Group by Partner to view unvalidated invoices.
- Select Invoices for Validation
- Open the customer’s invoices that need validation.
- Select one or multiple invoices to validate.
- Confirm Validation
- A new window will appear with a notification: Once draft invoices are confirmed, they cannot be modified.
- Click Confirm Invoices to finalize.
Post-Validation Actions
After validation:
- Invoices are removed from the draft view.
- To find validated invoices, reset filters to display Open Invoices.
- You can now:
- Send invoices to customers
- Register payments
- Charge customer credit cards manually
Final Thoughts
Invoice validation in PRO Software is a key step to maintaining accuracy in your billing process. By following these steps, businesses can avoid billing errors, streamline their financial operations, and ensure customer satisfaction.