Applying Excess Payments & Conflict Invoices Due to Cancelled Items

Applying Excess Payments & Conflict Invoices Due to Cancelled Items

I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading to operational conflicts.

1. Sales Order locking conflicts
We are experiencing recurring Sales Order locking issues, likely due to simultaneous state handling between POS and Finance modules. (https://help.zoho.com/portal/en/community/topic/persistent-role-based-sync-sales-order-access-failures-in-latest-zoho-pos-version)

2. Credits / Excess Payments not usable in Zoho POS
In the Zoho POS app, excess payments are visible under the Credits payment option, but they cannot actually be applied. The amount displays correctly, yet no credit is applied to the transaction.

3. Canceled line items in Finance not respected in POS
If a line item is canceled in Zoho Finance, that cancellation is not reflected in Zoho POS. POS still renders all line items as invoice-eligible. The only workaround we’ve found is to load the Sales Order from the Invoice tab cart screen, which is unintuitive and inconsistent with Finance behavior.

These issues suggest POS may be re-evaluating or reconstructing Sales Orders independently rather than respecting Finance-side state changes.

Any guidance or clarification from the Zoho team would be greatly appreciated.