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Invoice is not paid yet so credit memo will not generate

This article helps Webgility Desktop users resolve the 'Invoice is not paid yet so credit memo will not generate' error encountered in Webgility Desktop while posting Shopify payouts to QuickBooks Desktop. It explains the root cause usually a missing payment on the related order and provides step-by-step guidance to ensure payments are properly recorded, allowing credit memos to generate successfully during the payout posting process.

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 Desktop. 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 Desktop.

  • 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 Desktop 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.