Troubleshoot sales posting
Goal
Unblock failures when saving or posting sales invoices (and related credit notes).
Who it is for
Sales / AR clerks and managers.
Preconditions
- Module sales; attempt needs
sales.manageto edit andsales.postto post. - Understand invoices are draft then posted — receipts post on create separately.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| 422 on save | Missing customer, empty lines, qty ≤ 0, policy-required field | Fix validation message; add warehouse/notes as Sales setup requires |
| Cannot post | Not draft; lacking sales.post; pending approval | Check status & permissions; finish My Work approval |
period_closed / no_open_period | Invoice date outside an open period | Change date or reopen/create period (accounting.close_period / period admin) |
| Insufficient stock | Stockable line + out-of-stock block | Receive stock, change warehouse, or ask admin to change policy |
| Credit hold | honor_credit_hold + customer credit_hold | Clear hold on customer credit profile |
| Credit limit exceeded | Balance + invoice above limit | Reduce amount or raise limit with admin |
| Cannot delete posted | Posted docs immutable | Issue a credit note |
| Item not sellable | Item flags block sale | Fix item master |
Result
After fixes, post succeeds: document numbered (if auto), AR/revenue/tax updated, stock issued for stockable lines.