Block and release invoices

In Profit, you can block the invoices of debtors and creditors. In case of debtors you exclude the invoice (outstanding item) from collection and in case of creditors, from payment.

You can exclude outstanding items to be collected from collection, for example because arrangements have been made with a debtor concerning payment. The reverse is also possible: you can collect an outstanding item from a debtor for whom you normally do not use collection orders.

Block a debtor invoice from collection

Profit by default determines whether the outstanding items should be automatically collected on the basis of the debtor setting Automatically collect. You can deviate from this by blocking an invoice (outstanding item) of a debtor from collection. This way you know for sure that the outstanding item is not included in a collection order. Below are two ways of blocking an invoice.

Note:

The fields Blocked for collection and Blocked are linked to each other. If you block the invoice using the Block invoice action button, you see that the Blocked for collection check box has been selected in the properties of the invoice. If you deselect this check box, in the overview you see that the invoice is no longer blocked.

To block the invoice from collection via the properties of the invoice:

1. Go to: Financial / Debtor / Overview / Outstanding items.

   You can also retrieve an invoice in various other ways. Also see View invoices.

2. Open the properties of the outstanding item.
3. Select the Blocked for collection check box.
4. Deselect the Automatically collect check box if automatic collection is not wanted.

   If from now on you no longer want to use automatic collections from this debtor, you must check the settings on the Payment tab for this debtor.

To block the invoice from collection via the action button:

1. Go to: Financial / Debtor / Overview / Outstanding items.

   You can also retrieve outstanding items via the Outstanding items tab in Financial / Debtor / Debtor.

2. Select the invoice.
3. Click on the action: Block an invoice.

   The Blocked check box is selected in the view.

   If you then open the properties of the invoice, you see that the Blocked for collection check box has been selected in the properties of the invoice. If you deselect this check box, in the view you see that the invoice is no longer blocked.

Unblock (release) a debtor invoice for collection

You release the blocked sales invoices so that they can be automatically collected. Virtually the same procedure is used for unblocking invoices as that used for blocking invoices.

To unblock an invoice for collection via the properties:

1. Go to: Financial / Debtor / Blocked invoice.

   You can also retrieve an invoice in various other ways. Also see View invoices.

2. Open the outstanding item.
3. Deselect the Blocked for collection check box.
4. In addition, if appropriate, select the Automatically collect check box if automatic collection is required. This is also possible for debtors who are normally not subjected to automatic collection. In that case, be sure to check that the settings on the Payment tab in the debtor settings are correct.

   If you collect outstanding items for a debtor who is not normally subjected to automatic collection, Profit then automatically compresses the relevant outstanding items into a single collection amount.

To unblock the invoice for collection via the action button:

1. Go to: Financial / Debtor / Overview / Outstanding items.

   You can also retrieve outstanding items via the Outstanding items tab in Financial / Debtor / Debtor.

2. Select the invoice.
3. Click on the action: Unblock invoice.

   The Blocked check box is now selected in the view.