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Cnone-Tech Documentation

Finance issues

Cnone-Tech DocsVeldriq

Symptom: invoice PDF missing; Void refused; invoice shows Over-collected after a credit note; Accept did not create a job.

Likely cause: queue worker down; recorded payments or issued credits block Void; credits reduced net below already-recorded payments; you expected Accept to Convert.

Check

Section titled “Check”
  1. Sales → Invoices — not Plan & billing → Plan invoices.
  2. PDF: worker + issued snapshot. Draft invoices have no issued PDF.
  3. Void is blocked if recorded allocations (Void the payments first.) or issued credit notes exist. Void ≠ credit note ≠ refund.
  4. Over-collected after a credit is expected. Allocations are not rewritten. Veldriq does not refund.
  5. Accepting a quote does not create a work order. Office still Convert to work order. Accept alone is not enough.

A credit note is not a refund and does not refund. Draft credit notes do not change outstanding until Issue credit note.

Related: Invoices, Credit notes, Estimates, Queue.