Fixing Sales Invoices with Posting Issues

Overview

While rare, you may occasionally encounter a Sales Invoice where the Document Status remains "Open", yet ledger entries have already been posted. Unposting and reposting is not possible due to the incorrect Document Status.

GoldFinch provides a Special Permission feature that allows you to manually correct these issues when necessary.

⚠️ Before proceeding, make sure to review the Special Permissions to fully understand the risks. Improper use may damage the database.

Scenario

• Sales Invoice Document Status: Open

• GL Entries: Already posted

• Issue: You cannot unpost or repost because the system thinks the invoice is still Open

Steps to Fix the Issue

• Enable Special Permission

  • Follow the instructions in the Special Permissions to activate your access.

• Navigate to the Sales Invoice

  • Go to the affected Sales Invoice record in Salesforce.

• Edit the Invoice

  • Click Edit.

  • The Document Status field should now be editable with Special Permission enabled.

• Correct the Document Status

  • Change Document Status from Open to Posted.

  • Click Save and exit the edit screen.

• Unpost the Invoice

  • Once the Document Status is set to Posted, you can now Unpost the invoice to reverse all posted ledger entries.

• Handle Customer Receipt (if applicable)

  • If the Sales Invoice has already been applied to a Customer Receipt:

    • You must unapply it before proceeding.

    • Then, after corrections, repost the invoice.

    • Finally, re-apply it to the Customer Receipt.

Article Fixing-Sales-Invoices-with-Posting-Issues  ·  Last updated February 04, 2026 · GoldFinch ERP Help Center