Overview
We understand how important it is to keep your payouts flowing smoothly. If you've encountered an issue where payouts are stuck at the refund posting stage due to the error, "Invoice not paid yet," this article will guide you through the steps to resolve it.
Learn how to troubleshoot and fix this error, ensuring successful posting of both payments and refunds in QuickBooks.
Causes of the Issue:
Here are some potential causes that might be triggering the "Invoice not paid yet" error during the payout posting process:
Possible Causes for Past Due Invoices in QuickBooks
Invoice in QuickBooks is Posted Without Payment or Payment Gets Unlinked from the Invoice
This issue occurs when an order is successfully posted as an invoice in QuickBooks but is not linked to its corresponding payment. As a result, QuickBooks marks the invoice as past due because it does not detect an associated payment transaction.
Order Downloaded in Webgility is Not Marked as Paid, Causing the Invoice in QuickBooks to Show as Past Due
If "Process Payment" is set to "Yes" or "Yes, Capture Only" in the Order Download settings, Webgility will download the order as unpaid, causing the invoice posted to QuickBooks to be missing a payment record. To ensure orders are downloaded as paid, select "No, Mark as Paid" under the Process Payment setting.
Below is a GIF demonstrating the steps
Steps to Resolve:
Step 1: Unsync the Affected Orders
The affected order numbers will be displayed in the error prompt. Follow these steps to unpost them from QuickBooks:
Open your Webgility Dashboard.
Go to the Posted Orders or Archived section.
Select the orders affected by the issue.
Right-click on the selected orders and choose Undo Sync to unpost them from QuickBooks.
For more details, refer to this help article: How to Unpost Transactions.
Step 2: Verify if the Order is Paid
Check the order details in Webgility to confirm whether the order is marked as paid.
If the order is unpaid, the payment will not be created while posting to QuickBooks.
Ensure that the "No, Mark as Paid" option is selected under Order Download Settings for the respective order status.
For more details, refer to Cause—Option 2.
Step 3: Disable the "Create Payment While Posting Payout Report" Option
If the payment is not being created after reposting the order, follow these steps:
Navigate to Connections > Accounting > Sync Settings > Orders.
Locate the option "Create a payment with the same date as the payout when it’s posted."
Uncheck this option and click Save & Continue.
Repost the order—this will ensure the payment is posted along with the order.
Below is a GIF demonstrating the steps
Important:
Once the order is successfully posted with the payment, re-enable the "Create a payment with the same date as the payout when it’s posted." option before attempting to post the payout report again.
Always double-check the sync status of your orders before posting payouts. This ensures that everything is in the correct state for processing.
If you have any further questions or need assistance, feel free to contact our support team.