Booking outgoing invoices

Where to find it

Outgoing invoices → open an invoice → booking/review panel

✅ Common tasks

Open booking review

1. Open the outgoing invoice.

2. View the booking review panel.

3. Check the invoice preview above.

4. Check the line items below.

5. Use the arrows to move to nearby invoices.

The screen reloads the invoice and keeps refreshing while the PDF is still preparing.

Review or edit booking

1. Check the header fields in the booking panel.

2. Review line descriptions, amounts, VAT, and ledger codes.

3. Update the line items if the booking needs changes.

4. Save the line items to replace the current set.

Cashfeed stores line-item splits separately from the invoice header.

Sync to accounting

1. Click the manual sync option when the booking is correct.

2. Wait for the sync job to finish.

3. Connect your accounting package first if no active connection exists.

4. Check the sync result to confirm the invoice was queued.

Manual sync is queued, so completion in Cashfeed does not mean the accounting package has finished yet.

🔗 See also

• Outgoing invoices

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Outgoing invoice statuses, payments and the sending log

• Accounting booking warnings and errors