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Fixing Credit Note Issues
Fixing Credit Note Issues

Due to either unexpected errors or limitations, Sync may encounter issues when dealing with Credit Notes.

Marco Fiumara avatar
Written by Marco Fiumara
Updated over a year ago

Unable to unallocate a credit note from an invoice

Unfortunately, Sync cannot unallocate a credit note from an invoice in the Satellite entity. Subsequent payments and/or credit notes cannot be synced for that invoice until the credit note has been unallocated. To fix this issue:

  1. Please go into the Satellite entity and manually unallocate the credit note from the invoice.

  2. Go to the Events table on sync.cimplico.com and re-sync the failed events.

Unable to allocate credit note: Only AUTHORISED invoices can have allocations applied to them

This issue means that the invoice in the Satellite entity has a status other than AUTHORISED e.g DRAFT, VOIDED, PAID. Only AUTHORISED or VOIDED invoices will be synced. This means that the invoice has been edited in the Satellite entity to have a status different from the group. This could be due to a payment being applied to the invoice in the Satellite entity and not the Group entity, a different credit note is applied to the invoice in the Satellite entity, or an invoice with the same number being marked as either VOIDED or DRAFT in the Satellite entity. To fix this issue:

  1. Remove any payments from the Satellite invoice that are not present in the Group entity.

  2. Remove any credit notes from the Satellite invoice that are not present in the Group entity.

  3. Ensure the invoice is not DRAFT or VOIDED in the Satellite entity.

  4. Go to the Events table on sync.cimplico.com and re-sync the failed event.

The invoice you are trying to allocate to has already been paid off, Credit Note cannot be allocated as amount is greater than amount outstanding

This issue indicates that Sync is trying to allocate a credit note to an invoice in the Satellite entity that has already been paid. This is usually because someone has manually paid the invoice in the Satellite entity instead of going through the Group first. If this does not concern you, you can mark the event as resolved from the Events page on sync.cimplico.com. If you need to correct this problem you will need to:

  1. Remove the payments or credit notes from the Satellite invoice that are not present in the Group.

  2. Go to the Events table on sync.cimplico.com and re-sync the failed event.

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