Invoicing Commissions Troubleshooting

Symptom: "Integration management permission is required to push invoices to Zoho"

Cause: Sync-to-Zoho on create checks the integrations module's manage (delete) flag, separate from finance create.

Fix: Ask a System Manager for integrations manage rights, or save locally and let someone with access push it.

Symptom: Zoho sync button missing or "Zoho sync failed"

Cause: Full invoice sync sits behind finance manage (delete); runtime failures are Zoho API errors surfaced by the toast.

Fix: Confirm you hold finance delete, then retry — if it persists, check the Zoho connection in Settings → Integrations.

Symptom: "Recorded payments cannot exceed the invoice total"

Cause: The payment amount entered is larger than the invoice amount.

Fix: Enter a paid amount up to the invoice total; balance and status recompute automatically.

Symptom: "sourceType and sourceId are required when syncing an invoice to Zoho"

Cause: A Zoho push needs to know which CRM record the invoice bills from (lead, deal, or campaign).

Fix: Create the invoice with its source set — invoices pushed without one stay local only.

Symptom: You can't see teammates' invoices or commission reports

Cause: With finance access level "own", invoice lists/details filter to invoices you created, and incentive lists show only your own reports.

Fix: Request all-scope finance access; commission approval additionally requires finance manage.

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