Error:
Invoice is not paid yet so credit memo will not generate
Cause of the issue:
This issue typically arises when trying to post Shopify payout into Quickbooks. The error indicates that the order mentioned in the error message is facing error while creating refund due to missing payment. In Webgility payout posting, if the payment for an order has not been created for any reason, the system is unable to process the corresponding credit memo. As a result, when attempting to post the credit memo, an error message appears, indicating that the transaction cannot be completed due to the missing payment record. This issue must be resolved by ensuring that the payment is properly recorded before proceeding with the credit memo posting.
Steps to fix:
Adjust Sync Settings:
Navigate to “Connections” in Webgility.
Hover over Accounting/POS/ERP and click on Sync Settings.
Click on the Setup for Invoice and make sure Mark invoice paid is enabled.
Check the option “Create the payment with the same date as the payout date when it’s posted.”
Undo Sync and Redownload the Order:
Go to the Posted tab in Webgility and search for the same order mentioned in the error.
Undo the sync for the order.
Follow the steps in this helpful article on How to Unpost Transactions from Webgility Desktop with Undo Sync
Re-download the order
Follow the steps in this helpful article on Order Re-download in Webgility Desktop
Once done then try to post the payout again and it will eventually post the order also the payment will now be created, and the credit memo will be posted along with it.
If the problem persists, contact Webgility Support for further assistance.