We have a number of invoices we have inputted into the system under a certain date with zero advance. We now would like to advance against only one of those invoices but at a different date to the batch date. We do want to change the advance date for all invoices in the batch. We have tried to use the additional advance screen but noticed that the date of the advance is still the batch date. Could you please let us know how we can advance against a specific invoice that has already been previously processed?

You were on the right track!  If the invoice is already in the system, you want to use Additional Advances.   Here are the steps:

1) Click on Additional Advances

2) Select your client and terms

3) Put in a description and a check number.  You can also override the check date if you need to.

At this point you will see a list of all outstanding invoices (these are the ones eligible to be advanced on.)  You will also see the amount advanced so far, per invoice.  Enter in the amount you want to advance next to the invoice and click process.

Don’t worry – you can always undo an additional advance from the history screen if it does not turn out the way you wanted!

Posted in: Transaction Edits