(Un)blocking invoices for payment (Multivers)

When you use the Entry before confirmation feature in TriFact365, the invoices will be blocked for payment when booked in Unit4 Multivers. These invoices are unblocked after the confirmation workflow in TriFact365 is completed. Read below how it works.

Step 1
Make sure there are no invoices with the status Confirmation. If this is the case and you turn on Entry before confirmation, these invoices will NOT be sent to Exact Online.

Step 2
Go to Settings (Cogwheel) and click on Administrations. Check the box Entry before confirmation for the relevant administration and click Save.

Step 3
Click on the Pencil behind the relevant administration and select a payment condition at the setting Payment condition for Entry before Confirmation. This needs to be a payment condition with the boxes Betaalbaar stellen en Incasso unchecked in Unit4 Multivers.

The journal entries will be made with this payment condition. When an invoice has been confirmed in TriFact365, the payment condition will be changed to the condition set for this journal entry.