Why is my interco invoice not producing the opposite transaction?

This article covers an intercompany invoice not automatically generating its opposite transaction, for example a purchase invoice not creating the matching sale invoice. This is usually caused by one of three setup areas: the Interco automation, the account defaults, or the document type series.

Checking the Interco automation setup

1. Search for 'Automations', then search within it for 'interco'
2. Confirm both of the following exist: 'Interco: Purchase -> Sale Invoice' and 'Interco: Sale -> Purchase Invoice'. If either is missing, it needs creating from scratch
3. Open the automation and confirm the 'Trigger' is set to 'Automatic upon posting'
4. Open the 'Criteria' tab and confirm 'Date from' is left blank, or set earlier than your invoice dates
5. Confirm the 'Submit' checkbox at the bottom of the 'Criteria' tab is ticked.

Checking the interco account defaults

1. Search for 'Account defaults'
2. Select 'Interco' from the sub-groups list on the left
3. Confirm the following are mapped: 'Control: Interco Creditors' to '33010: Intercompany Creditors', and 'Control: Interco Debtors' to '25010: Intercompany Debtors'. These mappings are required for the journal to post.

Checking the intercompany document type series

1. Search for 'Document types'
2. Search within it for 'intercompany', and confirm 'Intercompany Sale' and 'Intercompany Purchase' both exist
3. Open each document type and select the 'Series' tab
4. Confirm a document series is assigned, and that its 'Date from' is earlier than the date of your invoice.

Once the automation, account defaults and document type series are all correctly set up, an intercompany invoice automatically generates its opposite transaction on posting.