Scenario:
Customer tries to Bill/Bill Remaining/Next Bill Sales Orders, but when attempts to save the Invoice page, an Unexpected Error occurs. The Error description could be “Transaction was not in Balance” OR “Transaction was not complete”
Solution:
Those Errors can appear when the Company does not have a default Accounts Receivable Account set, and Customer Preference on the Customer Record > Financial Tab is set to “User System Preference” on Default Receivables Account Field.
Follow these steps to set the default Accounts Receivable Account:
Navigate to Setup > Accounting > Accounting Preferences
Items/Transactions Tab > Accounts Section > Default Receivables Account Field = empty
Select the A/R Account that will be used as default on Receivables Transactions
Click Save
Test Saving the Invoice again > successfully Saved