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

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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