You can transfer invoices to the sales ledger from the Ledger or Archived view. Choose to transfer either all untransferred invoices or only selected invoices. NOTE! We recommend transferring a maximum of 100 invoices at a time to ensure successful transfer.
After the transfer, the invoices will be marked with the date of the transfer (Transferred to sales ledger column). The transfer also generates a report in the Reports - Transfer Reports view.
All untransferred invoices to the sales ledger
Untransferred invoices do not need to be selected, as the program automatically transfers all untransferred invoices to the sales ledger. When you click Transfer to sales ledger - All untransferred, all untransferred invoices will be transferred to the sales ledger. NOTE! If there are more than 100 invoices in the view, we recommend selecting a maximum of 100 invoices for transfer at a time to ensure successful transfer.
Only selected invoices to the sales ledger
You can select one or more consecutive or scattered invoices to be transferred to the sales ledger using the Ctrl and Shift keys (see transfers to external accounting).
After selecting the invoices, click Transfer to sales ledger - Selected invoices, and the selected invoices will be transferred to the sales ledger. NOTE!