This article will guide you through opening a Company invoice. Opening a company invoice will allow any available funds to be applied to the invoice's outstanding balance.
Navigate to Setup > Corporate Sales > Company Setup.
Click on the edit pencil next to the existing company profile.
When selecting to expand a pending invoice, there is an Open button. This option is only available if the company's Close Date is to Manual Close.
Select Yes to confirm you are wanting to open a company invoice. This will take all currently due and past due member invoices within the Pending company invoice and opens a new company invoice.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can setup and manage Corporate Sales accounts