A shadow invoice is an invoice that tracks all fees but does not reflect what you actually pay. In order to post shadow invoices to an account, another account must already exist with the same category and posting criteria as the shadow invoice. Most of the time, this account already exists and you do not need to create one.
To find out if a shadow invoice account already exists for this fiscal period, run a custom search from the Accounts page. Under the Filter Criteria, select Account Category as the Field, Is as the Operator, and Shadow Invoice as the Value. Include Account Period Begins and Account Period Ends as the Results Display fields to determine the fiscal periods of any existing records.
If there is no shadow invoice account for the appropriate fiscal period, you can create the account manually using the Accounts pages.
