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Community Contributor **

One Invoice for multiple sales orders with different account numbers

How would I create one Invoice from multiple sales orders that have different account numbers?

 

Thanks!

-db

3 Comments
QuickBooks Team

Re: One Invoice for multiple sales orders with different account numbers

It’s great to see you today, DBETHEA.


Thanks for being part of the QuickBooks family. I can help and point you in the right direction about creating an invoice coming from multiple sales orders.


Just to clarify, did you create a custom field for the account numbers? If so, the added column should also mirror on the invoice.


This is to ensure once you apply the sales orders to the transaction, the account numbers also carry over. The first thing do is to create sales orders.

 

Here's how:

 

  1. At the top menu bar, select Customers and choose to Create Invoices.
  2. Click on the drop-down for Customer: Job, and select the customer you’re working on.
  3. In the Available Sales Orders window, mark the sales orders you want to add on the transaction.
  4. Click OK.
  5. In the Create Invoice Based on Sales Order(s), specify what to include on the transaction:
    *Create invoice for all of the sales order(s).
    *Create invoice for selected items.
  6. Choose OK.

After entering the transactions, you can now customize the invoice. Let me walk you through on how to refine it.

 

  1. On the Invoice page, click on the Formatting menu.
  2. Select the template, and choose OK.
  3. Select the Additional Customization tab.
    soa.png
  4. In the Additional Customization window, go to the Columns tab.
  5. On the Other panel, mark the boxes for Screen and Print.
    soa1.png
  6. Enter Account Number in the field box, then select OK.

With these steps, the account numbers should now show on the invoice.

soa3.png


Let me know about your success following the resolution, or if you have any other concerns. I'll be right here ready to help.

 

Community Contributor **

Re: One Invoice for multiple sales orders with different account numbers

Hello, 

 

Thank you for attempting to help.   Those steps do not solve the problem I am having.  Every one of our customers has their own account number or "customer:job" number.  I did not have to create any custom area for this in Sales Orders or Invoices and would not want to do so.  

 

I would just like to select a bunch of sales orders and click Invoice the selected sales orders on one Invoice?  Is that possible?  I know if one customer has multiple sales orders I can add them all to one Invoice.  I need to find a way to do this for multiple customers with one Invoice each. 

 

Thanks!

-db

QuickBooks Team

Re: One Invoice for multiple sales orders with different account numbers

Thank for getting back to this thread, DBETHEA.

 

Any sales transactions are only allowed to be linked in one customer. 

 

You'll want to use the copy feature instead, this allows you to copy the Invoice or any sales transactions you've made and link them to a different customer. 

 

Please see the screenshot below on where to find the Create a Copy in the transaction page. 

 

 

Please let me know if you have further questions. I'd be around to answer.