Summary
Understand why commission invoices may be locked and how to reinstate listings to enable editing.
This article covers:
About the issue
In Box+Dice, once a listing is marked as Settled, the system locks key components including:
- Sale details
- Commission settings
- Invoice options
This prevents users from generating or editing commission invoices.
Resolve issue
To resolve this, the listing must be reinstated:
- Go to: Sales > Listings
- Select the Listing
- Under the Transactions box, Click Reinstate
- Toggle the checkbox for Keep All Information to retain existing sale and commission data
- Click Reinstate
Once reinstated, the system will prompt you to create a commission invoice.
- Go to: Sale Details and Click Commissions
- Edit any incorrect or missing information related to the sale
- Click Create Commission Invoice
- Enter or edit the invoice information as needed
- Click Save
After making updates, re-mark the listing as Settled to finalise the changes and enable invoice generation.
- Re-mark the listing as Settled
A pop-up box will appear.
- Enter the Settlement Date
- Review or add Purchaser(s) and Vendor(s)
- Click Save to complete the process
Articles in this section
- Add sales receipt
- Create advertising invoices
- Create advertising receipts for trust and general accounts
- Set up bank and card details for invoice payments
- Edit company name on receipts and payments
- Receipt a DEFT payment
- Receipt unknown trust deposits made in error
- Resolve issues preventing commission invoice generation
- Resolve receipt reversal issues