Why can't I create a credit note for an invoice?
«Convert to» only offers «Credit note» on an approved invoice that wasn't synced from an accounting program, if you can edit sales.
People with the «Sales» permission in edit mode. With view mode you can open credit notes and download or print them, but not create or change them.
You want to correct an invoice, but «Convert to» doesn't offer «Credit note», or Filmo stops you before the editor opens.
What you'll see
- «Convert to» has no «Credit note» option, or the invoice page has no «Convert to» at all.
- The message «The original invoice is in draft. Approve it before creating the credit note.», instead of the editor.
- A notice that the document is synced from another system and must be corrected there.
Why it happens
- This can happen if the invoice is still a draft. A draft has no number yet, so there's nothing to correct: you can still edit it.
- This can happen if the invoice was and synced from your accounting program. It's corrected in that program.
- This can happen if you don't have the «Sales» permission in edit mode.
- This can happen if the invoice was deleted, or the link points to an invoice of another account.
How to fix it
- Check the invoice's status It's the badge next to the title.
- If it's a draft, fix the invoice Edit it directly, or approve it and then credit it. See Approve an invoice.
- If it's synced, go to your accounting program Issue the credit note there. It reaches Filmo with the next sync.
- If it's your permissions, ask an administrator You need «Sales» in edit mode.
- Try again Open the invoice and choose «Convert to» → «Credit note».
If there's no invoice in Filmo to start from, you can still issue a from the «Invoices» list. See Create a credit note for an invoice.
Other messages you might see
| Message | What to do |
|---|---|
| La factura original está en borrador. Apruébala antes de crear la rectificativa. (shown in Spanish) | The invoice is a draft. Approve it first. |
| Factura original no encontrada (shown in Spanish) | The invoice no longer exists or isn't in your account. Open it again from the «Invoices» list. |
Still stuck?
If the invoice is approved, wasn't synced and you have edit permission, contact support with the invoice's number.