Booking outgoing invoices

Where to find it

Accounting hub → open an outgoing invoice in booking review

✅ Common tasks

Review the journal before syncing

1. Open the outgoing invoice from the booking review list

2. Compare the invoice preview with the journal lines below it

3. Check descriptions, net amounts, VAT rates and ledger accounts

4. Set the booking period and payment condition if needed

5. Save the revised journal

Keep at least one journal line — you can't remove them all.

Get booking suggestions

1. Open the outgoing invoice in booking review

2. Request suggested accounting line items

3. Review each suggested amount, account, VAT code and period

4. Edit anything that doesn't match the invoice, then save

Suggestions only work if your organisation has an active accounting connection.

Sync or remove a booking

1. Save your reviewed journal first

2. Start a manual sync for that invoice

3. Check the result in the invoice's accounting details

4. To undo, remove the booking only if it hasn't been processed and the period is still open

🔗 See also

• Invoice booking (accounting hub)

• Outgoing invoice statuses, payments and the sending log

• Accounting booking warnings and errors

• Accounting connection settings

• Creating and editing an outgoing invoice