Why do some orders not turn into an invoice?
Here are the criteria that suspend the automatic validation of an order:
1. Order linked to a reseller
If an order is associated with a reseller, validation cannot be done automatically. The invoice must be validated manually by the operator.
2. Order balance zero
If the order balance is zero, the creation of an invoice is not necessary. In this case, the order will not be transformed into a final invoice.
3. Absence of participants
If the order includes services where a participant has been marked absent, Yoplanning cannot guess what action the operator wants to take: cancel, refund or invoice anyway. The invoice validation is therefore manual to allow this decision.
4. Missing accounting information
If essential accounting information is missing from the order, automatic validation will fail. This may concern:
The absence of an accounting account on a product.
The absence of an accounting account on a resource.
A problem with the accounting accounts associated with taxes.
In this specific case, a warning email is sent to the operator to indicate the problem to be resolved.
Good practices
Regular manual check: Even if automatic validation is enabled, it is advisable to regularly check (at least once a week) pending orders to avoid accounting errors or omissions. https://github.com/Vaka-team/gitbook_yoplanning_doc/blob/main/english/yoplanning-academie/yoplanning-au-quotidien/manipulation-et-gestion-des-commandes-dans-yoplanning/monitoring-of-sales-and-cash-collections/weekly-check-of-the-validation-of-orders-in-final-invoice.md
Troubleshooting
Missing Accounting Information: Verify that all products, resources, and taxes have accounting accounts assigned. If not, complete the missing information in the product or resource configuration settings.
Absent Attendees: Make a decision on what actions to take for services with absent attendees (cancel, refund or invoice).
Resellers: Manually validate orders associated with resellers.
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