Modifying confirmation schedule

Written By Tess Hoogeboom

Last updated 17 days ago

Note

The changes are only effective for invoices presented for confirmation after the change has been implemented

To change an existing confirmation schedule, it is important to follow the correct steps.

  1. Are there invoices with the Confirmation status that you want to process using an updated confirmation schedule? From Home or Current administration, go to the Confirmation overview. Select the invoices for which you want to change the confirmation schedule, and then choose Stop to stop confirmation process. These invoices will now be returned to the Check status.

Note

Are you using Entry before confirmation? Then delete the booking already made for these invoices in the accounting software.

  1. Adjust the desired confirmation schedule. Go to Settings (cogwheel) and click on Confirmation schedules. Then click on the Three dots at the line of the confirmation schedule you want to change and select Edit. Make the change(s).

  2. You can now process the invoices with the status Check and assign them to the modified confirmation schedule.