Transfer an invoice to financial accounting

Transferring your invoices to financial accounting works simply:

  1. Go to the transaction Financial accounting transfer [SAL11]
  2. Select the desired invoice with a checkmark and click on the green Transfer to finance-button. 

If the invoice is not settled yet, you can find it in the transaction Open Items [FIN07]. Paid invoices are listed in the transaction Clearing/Matching [FIN08].

Create and transfer credit memos 

  1. Open the transaction Sales documents [SAL05] 
  2. Select the invoice for which you want to create a credit memo 
  3. Click on the green plus button and create an A/R credit memo
  4. When saving the A/R credit memo, reybex asks you directly whether it should be transferred to financial accounting or not.

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