How to Mark an Invoice which was posted to Xero manually as Posted in OrderWise

Learn how to manually mark an invoice as posted in OrderWise after uploading it to an external accounting platform like Xero.

June 10, 2026 By Ben Fotheringham

This guide explains how to manually mark an invoice as posted within OrderWise. This is necessary when you have bypassed the native posting functionality and manually uploaded the invoice directly to an external accounting platform like Xero.

This process applies to finance and accounting team members responsible for reconciling invoices. Use this workflow whenever an invoice has been manually transferred to an external system and needs its status updated in OrderWise.

Navigate to the invoice history module to locate your manually processed invoices.

Step #1: Click Invoice history in the Invoicing side menu. — Click **Invoice history** in the Invoicing side menu.

Filter the list by typing the customer name or invoice number in the search column.

Step #3: Select the relevant invoice record from the main data table to highlight it. — Select the relevant invoice record from the main data table to highlight it.

Ensure you have already uploaded this invoice to Xero's web interface before marking it as posted in OrderWise.

Step #4: Click the Mark selected as posted button in the top toolbar. — Click the **Mark selected as posted** button in the top toolbar.

Step #5: Click Yes in the confirmation dialog box to finalize the status change. — Click **Yes** in the confirmation dialog box to finalize the status change.

Q: Why do I need to manually mark an invoice as posted?

A: If you upload an invoice directly to your external accounting software without using OrderWise's automated integration, you must manually update the status in OrderWise to ensure both systems remain synchronized and the invoice is fully reconciled.

Term	Definition
OrderWise	The business management and ERP software used to track inventory, orders, and initial invoices.
Xero	A cloud-based accounting platform used for managing financial records and reconciling transactions.
Posted	A status indicating that an invoice has been successfully logged or finalized in an accounting system.