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Invoice failed to be created question Expand / Collapse
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Posted 8/24/2007 9:54:33 AM
Supreme Being

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Last Login: 10/1/2007 10:04:58 AM
Posts: 127, Visits: 569
Hi Joyce,

Received this error while trying to create an invoice for a customer  ==>

Invoicing completed with some errors:

Invoice: Invoicing failed due to the following error:
There was an error when saving a Invoice.  QuickBooks error message: The credit limit for the name on this transaction has been exceeded. Code: 3180
************

We are aware the customer is over their limit but that doesn't mean don't want to be prevented from invoicing them.

When we manually create an invoice in QuickBooks for a customer who has exceeded their credit limit we are able to acknowledge the "credit limit" warning and continue with creating invoices.

Can QBI be modified to provide the same 'acknowledgment functionality' as we perform manually or is this a QuickBooks restriction we have to live with?

Thanks,

Bob

Post #3364
Posted 8/24/2007 10:02:14 AM
AyaNova Sales & Support

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Last Login: Today @ 7:20:51 AM
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Hi Bob

It is my understanding from Quickbooks SDK, that this is a QuickBooks limitation - in that only if you are within the QuickBooks program itself can you override the "credit limit" warning and allow the invoice to be created.

I will put it on the list for development to look into to see if Intuit has now allowed this feature to be accessed via a third party - but there may be a restriction that we can not provide it if we still want to have QBI compatiblity with older versions of QuickBooks (i.e QB 2005, QB 2006, etc), but no harm in double-checking.

At this time, if the QuickBooks client has already exceeded their credit limit, to be able to invoice via QBI, you will first need to exit out of QBI, increase the credit limit in QuickBooks for that client, start QBI and than the invoice will be allowed to be created - you can than return to QuickBooks and reset the credit limit back to what it was.

- Joyce

AyaNova Sales & Technical Support
http://www.ayanova.com
Post #3365
Posted 8/26/2007 5:54:31 PM
Supreme Being

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Group: Forum Members
Last Login: 10/1/2007 10:04:58 AM
Posts: 127, Visits: 569
Hi Joyce,

It would be great is this can be done.  Our data entry people do not have the authority to override Credit Limits in QB and we prefer, if possible, that the Credit Limit warning in QB not stop them in midstream from billing out the service work.

Thanks,

Bob

Post #3369
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