Checks to reduce failed invoice and credit transfers:
- The location and contact fields for the customer or vendor must have a valid emails and web address. Company must be connected (Prima checks this before sending invoice and creates it in QB if it isn't).
- Check that the invoice does not already exist in Quickbooks OR there is a credit with the same invoice number - if this is the case, you should be able to rename the credit in Quickbooks to remove the "I"
- There is a financial system key to allow ‘overwrite’ of existing invoice. i.e. if invoice was incorrect and the user does a correction after setting the invoice back to outstanding in maintenance menu – then the previous invoice will be overwritten with the new values and tax. Y as default i.e. auto overwrite on reposting. If this system key is set to 'N' then it must be removed from QuickBooks first
- Must not be paid status when trying to overwrite or will fail – so has to be updated in QuickBooks to not paid (or deleted) before reposting.
- If the payment has failed on the sales invoice, it must be changed to paid status 'No' before posting to Quickbooks to make the payment from there