How invoices get their accounts

When you save an invoice, WbizManager needs to know which accounts to post to: the receivables account, the sales revenue account and, for stock, the inventory and cost of goods sold accounts. It takes them from one of two places. Your company uses one or the other.

Check which one your company uses

Go to Settings › Posting Settings › Posting Groups Switch-over. At the top it says where documents saved now take their accounts from:

• Account settings: one set of default accounts for everything. Follow Set up default accounts.
• Posting groups: accounts chosen per customer and per product. Follow Set up posting groups.

Default accounts or posting groups?

	Default accounts	Posting groups
How accounts are chosen	The same accounts for every invoice	By the customer's posting group and each item's product posting group
Best for	Small setups with one revenue line	Companies that report revenue or receivables by customer type or product type
Where you set it	Settings › Default Account	Settings › Posting Settings