Finding Unposted (Not Raised) Invoices

Quick Intro

If you need to find invoices that have been created but not yet raised (posted), you can do so using the List Invoices report. This is useful for identifying forgotten invoice lines, reviewing invoices before posting, or locating unposted invoices generated by bulk processes across the entire system.

Where To Find It

Go to to the nav bar and locate the Reports menu

Select List Invoices under the reports section

In the report options, locate the Raised? section

Select Not Raised

Run the report to display all unposted invoices

Finding Unposted (Not Raised) Invoices

The Not Raised filter helps you locate invoice lines that have not yet been posted. Common scenarios include:

• An invoice line was created but never raised
• Sites that accumulate invoice lines throughout a stay or billing period before raising a single final invoice
• Bulk processes, such as Service Point Invoicing or Contract Invoicing, that generate unposted invoice lines before they are raised

Unlike the Customer Account (F5) screen, which warns you about unposted invoices for a single account, this report allows you to identify all unposted invoices across the entire system.

List Invoices report options showing the 'Not Raised' filter selected under the 'Raised?' section:

      

Understanding Invoice Status Filters

The Raised? section provides the following options:

• Raised Only – Displays invoices that have been raised/posted
  
• Not Raised – Displays invoices that have not yet been raised (unposted)
  

Notes & Tips

• Unposted and Not Raised refer to the same invoice status
• The Customer Account (F5) screen displays a warning when an individual account has unposted invoice lines
• The Print New Invoices screen can also be used to identify and raise unposted invoices in bulk
• Additional report filters can be used to narrow results by date, invoice number, boat, or accounting period

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