Block invoice for reconciliation

You can block an invoice for reconciliation if an invoice must not be reconciled. An invoice that is blocked for reconciliation is blocked for all kinds of reconciliation, via outstanding items as well as during entry. You block an invoice for reconciliation if it needs to remain open, for example if it is a so-called 'disputed invoice', an invoice for which there is a dispute or a complaint. If you still want to be able to reconcile the invoice, then remove the check mark!

Block invoice for reconciliation:

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

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

  2. Open the properties of the invoice..
  3. Go to the tab: General.

    Fin_Factuur blokkeren voor afletteren (10)

  4. Select the Blocked for reconciliation check box.
  5. Click on: OK.

Directly to

  1. Payments
  2. Configure charitable settings (donations)
  3. Enter a bank statement
  4. Payment of one invoice
  5. Payment of multiple invoices
  6. Partial payment and payment differences
  7. Process a down payment
  8. Reconcile the calculated interest on reminders
  9. Enter a cash payment
  10. Withdrawals and deposits and payments from bank to bank
  11. Cash book/bank entries with VAT on one line
  12. Enter an invoice paid in advance
  13. Reconcile an advance payment of an invoice
  14. Enter gifts