Why do some orders not turn into invoices?

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.