Read the message first
When a sales screen cannot do something, it says why and nothing is saved: no invoice, no receipt, no half-finished change. Fix the cause the message names, then do the action again. All messages are in Messages you may see. For purchases, vouchers, banking, period end, fixed assets and TDS see When purchases, vouchers, banking or period end go wrong; for stock, products, warehouses and production see When stock, products or production go wrong.
By symptom
| You see | Usually | Read |
|---|---|---|
| There is no Add button on a sales screen | No numbering series for your branch in the active fiscal year, or your role cannot create that document | Document numbering for sales |
| Add is greyed out; the screen asks to set ledgers | A Configuration item is missing: sales ledger, sales return ledger, cancel product, cancel customer, cash ledger, or no active fiscal year | Company settings that change selling |
| "The financial year for this transaction date has already been closed" | The date is before the fiscal year starts, or the active year starts in the future | The fiscal year |
| The invoice number jumped | A deleted invoice, or two series (two branches). Cancelled invoices keep their numbers | Document numbering for sales |
| I cannot edit or delete a saved invoice | Your company has IRD on, or a return exists, or it was approved, or the year is closed | Editing a saved invoice: what can and cannot change |
| There is no cancel button | The cancel feature is off, the invoice is not dated today, or a return exists | Cancel an invoice |
| The bill is not in the IRD | Not sent yet, a failed send, or the IRD record is incomplete | How bills reach the IRD, and what to check when one does not |
| A customer is blocked on credit | The customer's amount or day limit is set to Block; a limit of 0 blocks everything | Credit limit and credit days on sales screens |
| The VAT looks wrong | The VAT adjustment order, a product not marked VAT applicable, the wrong VAT adjustment named in Configuration, or the abbreviated invoice's fixed 13% | VAT, discounts and sales adjustments |
| Nothing can be sold on the first day of the new year | No numbering series for the new year, or the new year was not made active | Start a new fiscal year |
| The customer paid, but the invoice shows unpaid | The receipt was an advance or did not name the invoice | What clears what in the customer's account |
| Ageing and the invoice list disagree | They match money to bills differently, by design | What clears what in the customer's account |
| I cannot find my order or delivery note when making the invoice | It is expired, cancelled, not approved, belongs to another customer or is fully used | From quotation to order, delivery note and invoice |
| The save says stock is short | The Negative stock setting blocks it | Negative stock: where Penahak checks it, Company settings that change selling |
| A cash sale is refused | No receipt series, or no Cash ledger set | Cash sales and credit sales |
| A customer cannot be saved | A repeated PAN, ledger code or mobile with the same name, or an opening amount without an opening series | Create a customer |
| I changed a setting and nothing happened | Users must sign out and in to pick up a change | Company settings that change selling, Entry control: which fields the sales screens show |
| Recurring invoices are not appearing | The automatic run is not switched on for the company | Recurring invoices |
| An approved return is not in the IRD list yet | It is sent with the next scheduled retry | Provisional sales return, approved later |
| A reprint comes out with a mark | Every print after the first is counted and marked | Print and reprint invoices |
When the message does not help
Take a screenshot of the whole screen with the message, and note what you were doing (the customer, the document number, the date). Send it to the person who supports Penahak for your company. Nothing was saved, so you can try again once the cause is fixed. Do not send your password or the IRD user name and password.