Troubleshooting: System Message “Line Branch does not match document”

For documents such as invoice, payment, refunds, etc.

If the system generates a message “Line Branch does not match documents“, this means that a manual invoice or credit was created where the parent’s (payer/ guardian) customer account, is not the same as the customer item branch. 

The user will have to void this document and then re-enter with the correct information and branch.

For more information see “How to Create Manual Invoices or Credits”

OR, if it the invoice, payment, refund is associated to the correct Branch, please update the payer’s account to have the correct Branch associated.

To do so:

1. Go to the payer’s account
2. Select the Finance tab
3. Select the Receivables tab
4. Select the Accounts tab
5. In the Customer Account table, click the “+” to add a new Branch.
6. Select the Branch
7. Leave defaulted settings as is
8. Click the SAVE icon to complete and return to the previous screen