It is recommended the Incomplete Invoices report is run regularly, but the following procedures must be completed by month-end:
- Run the Incomplete Invoices Report which lists all transactions that have not been completed and require further action (i.e., complete, print as PDF, and send to customer; no longer required - need to be voided)
- Ensure all sales transactions are printed and sent to customers
| For further information on Accounts Receivable month-end procedures see Chapter 10 of the Financial Procedures Manual |
Latest version 17 April 2024