Resolve Unexpected Error: 'Transaction was not in Balance. Total = XX' When Billing Sales Order with Discount on Header Level

A possible cause would the items specified on the Promotion record. If there are specific items specified and the Sales Order contains other unqualified items, the promotion might conflict with the Sales Order and cause discrepancy in the Total Amount.

 

The solution would be to remove qualified items on the Promotion record:

 

1. Navigate to Lists > Marketing > Promotions

2. Edit the Promotion

3. On Items tab, remove all items from the list