Sales invoice troubleshooting
Goal
Unblock common failures when creating or posting sales invoices.
Who it is for
Clerk and manager.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| 422 on save | Missing customer, empty lines, qty ≤ 0, policy-required field | Read the validation message; add customer/lines/warehouse/notes as required by Sales setup |
| Cannot post | Not draft; needs sales.post; pending approval | Check status and permissions; finish My Work approval |
period_closed / no period | Invoice date in closed or missing period | Change date or reopen/create period with an accountant |
| Insufficient stock | Stockable line, policy blocks negative | Receive stock, change warehouse, or ask admin about out-of-stock policy |
| Credit hold / limit | Customer blocked | Clear hold or raise limit with admin |
| Cannot delete | Posted invoice | Use credit note — posted docs are immutable |
| Item not sellable | Item flags block sale | Fix item master or pick another item |