COGS Issue not flowing thru financials

How To Financials
1

COGS Issue Discovered

We invoice early to collect deposits. This causes the below issue:

  • If you invoice and you do not have quanity on hand (it is zero or negative) it is causing a $0.00 to move w/regards to COGS in the posting journal.
  • The only way to fix this, as of today, is to make sure that your Invoice is not created until a Bill is created for the product. The Invoice has to be created AFTER the product is added into “Quantity on Hand”.

We are currently working with @Sam and @Ashley to create a report to identify the $0.00.

  • We will fix 2024.
  • Identify 2025 and fix
  • Once identified, we will need to figure out a workaround. Striven is slated to have this fixed as part of their Sales Order revamp in Q1 2026.

Anyone else having issues w/this?

1 Like
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We would love a better way to collect deposits as well

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We’ve found that just taking a payment and leaving it as open until we invoice (after completing the job) works the best for us. Any invoicing causes the inventory issues you noted and also reflects ‘sales’ we haven’t really completed.