Unable to create transaction

Cookie Settings

The options below allow you to manage your consent for the cookies that are set on this website. You can manage your preference anytime by visiting our cookie policy or by clicking on the cookie icon at the bottom-left corner of the webpage.

Strictly Necessary

Always Active

They are necessary for our website to function and cannot be switched off in our systems. They are essential in order to enable you to navigate around the website and use its features. If you remove or disable these cookies from your browser, we cannot guarantee that you will be able to use our websites.

Learn More

Functional/Preference

Analytics

They help us improve the way our websites work (e.g. by ensuring that users are finding what they are looking for easily). These collect aggregate information about visits, navigations in the websites so that we can make improvement and report our performance. Analytics cookies may also be used to test new pages or features to understand how users adopt them.

Learn More

Third-party company cookies

When you visit some of our webpages that contain embedded content hosted on a third party platform such as YouTube videos, these third parties set cookies on your browser. We always opt for the most privacy friendly options provided by these parties, however these are not controlled by us. If you do not want these parties to set cookies on your browser on visiting our site, you should avoid visiting webpages that contain such embeds.

Learn More

I’m unable to create a transaction for a customer/vendor. What’s going on?

This might happen due to the contact type being wrongly specified. A contact can either be indicated as a vendor (sells goods or services to you), customer (buys goods or services from you) under the field Contact Type.

Contacts marked as Customer can only be involved with quotes, invoices and credit notes. Bills and expenses cannot be created for them.

Contacts marked as Vendor can only be involved with bills and expenses. Other transactions cannot be started for these contacts.

A contact can be changed anytime from a vendor to a customer and vice versa, by editing the Contact Type field in the Contact Details Page.

Was this document helpful?

Yes