Open Invoices

Open Invoices

Article Content: Instructions on searching, editing, and deleting vendors, as well as managing their open invoices within the open invoices screen.

This article contains instructions on how to access, modify, and manage vendors within Account Payable → Vendors → Vendors → Open Invoices.

Step-By-Step

Step 1: Navigate to Account Payable → Vendors → Vendors → Open Invoices.

Step 2: Use the search options to locate vendors:

  • Vendor Name – Search by full or partial vendor name.

  • Vendor ID – Enter the vendor ID to locate a specific vendor.

  • Address, City, State – Filter vendors by location.

  • Vendor Type – Search by vendor classification.

Step 3: To modify a vendor, click the edit icon to the left of the vendor name.

  • You can update vendor details such as address, contact info, and vendor type.

  • The screen also displays open invoices associated with the vendor.

  • Note: Once a vendor has been created, the Vendor ID cannot be changed.

Step 4: To delete a vendor or multiple vendors:

  • Checkmark the vendor(s) you want to delete.

  • Click the Delete button at the bottom of the page.

  • Important: Vendors with activity (e.g., invoices or payments posted) cannot be deleted.

Step 5: After editing or deleting vendors, changes are immediately reflected in the system, and open invoices remain linked to the vendor records.



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