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(Un)blocking invoices for payment (AccountView)

NOTE

To use this feature, the Automatische betalingen module of AccountView is required.

When you use the ‘Entry before confirmation’ feature in TriFact365, the invoices will be blocked for payment when booked in AccountView. These invoices are unblocked after the confirmation workflow in TriFact365 is completed. Read below how it works exactly.

STEP 1
Make sure there are no invoices in the Confirmation phase. If this is the case and you turn on ‘Entry before confirmation’, these invoices will NOT be sent to AccountView.

STEP 2
Go to the cogwheel and click on ‘Accounting records’. Check behind the relevant accounting record ‘Entry before confirmation’.

The invoices are now directly posted after ‘Check’ and will be blocked for payment. When an invoice has been confirmed in TriFact365, the payment block will be lifted again.

Updated on Tuesday April 2nd, 2019

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