Saving an Invoice Transaction Throws Warning Message: Please select an A/R account for this invoice

 

The global preference on setting a company wide Default Receivable Account may affect this behaviour.  If user wants to set a default receivable account, navigate to Setup > Accounting > Accounting Preferences > Items/Transactions tab > Accounts section > set a Default Receivables Account. 

If after setting the above changes, user still encounters the warning message "Please select an A/R account for this invoice," please note the following: 

The A/R account field might not be shown on the form.  The user needs to show the Account field in the form because the system will not be able to identify what AR account to use if there are multiple AR Accounts. The account field usually defaults to blank if it is the first time that the user/role has tried to do an invoice. 

If the Account field is not shown in the invoice form used, switch to a Standard Invoice form. The Account field should be available there. If user do not have access to the Standard Invoice form, switch to an Administrator role. 

Below are the steps on how to edit the invoice form to show the Account field: 

1. Navigate to Customization > Forms > Transaction Forms.

2. Edit the preferred invoice form. 

3. Navigate to Screen Fields > Main subtab.

4. Check the Show box for the Account field.

5. Set the Display Type = Normal.

6. Save the changes. 

After this, user should be able to choose the correct A/R Account in the invoice form on a prerequisite that the A/R account is active and be able to save the invoice without any warning messages.