If you need to mark a sales or purchase invoice as delivered for any reason, without actually sending it, then you will need to have the Mark selected invoice/remittance as delivered option activated by Etz, so you will need to request us to amend your agency configuration settings to allow this
To carry out this feature you will need to have the Agency Admin user role.
With this agency configuration setting you will now have the extra Mark selected invoice (s) as Delivered option, as highlighted
With this option you will be able to select the invoices from the list that you wish to be marked as delivered, and then select this button to carry out the action. This will mark the invoice as delivered without delivering the email.
The invoice will now show in the Manage Invoice Export Batches section ready to be batched, and also in all the Invoice reports that are available through Etz.
Another way that an invoice can be removed from the Undelivered Invoice section is to mark it as delivered from the Invoice Edit section. This method is ideal for situations when just a single invoice may be needed to be actioned in this way.
Firstly, navigate to Sales Invoice /Supplier Payments > Invoice Edit/Invoice/Remittance Edit and enter the relevant invoice number into the field
You can then select the Invoice Delivered? check box highlighted below. This will then mark the selected invoice as delivered in the same manner as the previous method
The invoice will be updated automatically upon selecting the check box.