Why can't I approve a simplified invoice?
Approval stops when the total isn't above zero, your business's tax ID or tax address is missing, or there's no default series.
People with the «Sales» permission in edit mode. With view mode you can open, download, print and send these documents, but not create or change them.
You click «Approve» and the stays a draft, with a message instead of a number.
What you'll see
- «Error approving document», followed by the reason.
- «You must add at least one line», before anything is sent.
- A message in English starting with “Cannot update sales receipt” or “Transition 'validate' not allowed”.
Why it happens
- This can happen if the total is zero or negative. The reason reads “Sales receipt gross price must be greater than 0”.
- This can happen if your business has no tax ID set up. The reason is shown in Spanish: “El NIF de la empresa es requerido para facturación electrónica…”.
- This can happen if your business has no tax address. The reason starts with “Company fiscal address is required”.
- This can happen if none of your simplified invoice is an active . The reason starts with “No active default numbering series”.
- This can happen if the document has no lines.
- This can happen if the simplified invoice is already approved. An approved one can't be saved or approved again.
The buyer's details never block approval: a missing client, tax ID or address doesn't matter, and Filmo shows no warning about them.
How to fix it
- Read the reason It tells you which requirement is missing.
- Fix the total If the total is zero or negative, check the lines. To give money back, issue a instead.
- Complete your business details If the tax ID or the tax address is missing, add them to your business's tax details in «Settings».
- Set a default series If no series is active, go to «Settings» → «Finances» → «Sales invoicing preferences» and mark one as default for simplified invoices. See Document numbering.
- Approve again Open the draft and click «Approve».
Note: When you approve a draft you've already saved, Filmo saves your changes first. If the approval fails, the changes are kept and the document stays a draft, so you don't lose your work.
Other messages
| Message | What it means | What to do |
|---|---|---|
| Customer required, when creating it from an order | The order has no client. The window's text mentions a quote, but it applies to simplified invoices too | Assign a client to the order, or create the simplified invoice from «Invoices» |
| Feature coming soon, on «Duplicate» | Simplified invoices can't be duplicated | Create a new one |
| A message starting with “Transition 'void' not allowed” | You tried to void a draft, or one already voided | Delete a draft instead |
| “Solo los borradores pueden eliminarse…” (shown in Spanish) | You tried to delete an approved simplified invoice | Void it instead |
Still stuck?
If the message isn't listed here, contact support with the draft's page open and the full text of the message.