Invoice no already exists in Borg Desk ERP, How to solve this ?

If you are encountering the error "Invoice/Proforma No. already exists" in Borg Desk ERP, follow these steps to resolve it:

Solution 1: Check for Duplicate Invoice Numbers
1️⃣ Go to the "All Sales Invoices or Manage Proforma" Under "Manage Sales Invoices"  in the Accounts module.
2️⃣ Search for the invoice number that is showing as duplicate.
3️⃣ If found, verify if it's a genuine duplicate or an old invoice that needs modification.
4️⃣ If it's a duplicate, Go to Edit >>>> change the invoice number manually before saving.

Solution 2: Modify Invoice Numbering Settings
1️⃣ Go to Account Module >> Click on Tool Icon Setting on Top > Module Setting.
2️⃣ Check if the Invoice Prefix has bee set as per new financial year, If not, Update it to prevent duplication.
3️⃣ Adjust the invoice prefix or numbering format to avoid conflicts.
4️⃣ Save the changes and try creating the invoice again.

Solution 3: Check for Branch-Wise Numbering Conflicts
If your business has multiple branches, ensure that:
✔ Each branch has a separate invoice series >> Go to Settings(Gear Icon) on Right Top >> Find Branch Master
✔ Check Branch Wise Invoice Series >> If Found the same >>> Click on Edit in the right most Action Column
✔ No two branches are using the same numbering/Prefix Format format.

Solution 4: Delete or Adjust Old Draft Invoices
1️⃣ Check if an old or unsubmitted draft invoice is using the same number.
2️⃣ Either delete or edit the draft invoice to free up the number.

After implementing these solutions, you should be able to create invoices/Pro-forma Invoice without duplicate errors. 

Admin

January 03, 2025

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