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Community Contributor *

How am I able to invoice a sales order when the item I put on a purchase order has not been received yet?

 
3 Comments
QuickBooks Team

Re: How am I able to invoice a sales order when the item I put on a purchase order has not been r...

Thanks for checking in with us, MCsandhills.

Allow me to help and provide you with some information about creating an invoice for the items that have not been received yet in QuickBooks Desktop.

 

You can still make an invoice for those items that have not been received in QuickBooks. However, this will cause a negative in your inventory, but it will eventually return to normal once you receive the items.

 

Let me show you how to create an invoice from a sales order.

 

Here's how:

 

  1. In the Sales Order screen, click Create Invoice.
  2. Select Create an invoice for selected items.
  3. Hit OK.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Income-and-expenses/Create-an-invoice-in-QuickBooks-Desktop/....

 

This article is a good reference: Receive inventory.

Drop me a reply below if you have any other concerns about invoices and sales orders in QuickBooks Desktop. I'd love to help.

Community Contributor *

Re: How am I able to invoice a sales order when the item I put on a purchase order has not been r...

I appreciate the information.  I should have said why am I able to.  These items are not items in my inventory and since they are non-inventory part numbers, they do not create a negative inventory item.  In order for me to print accurate packing slip, meaning for non-inventory items I have purchased and received to show as to be picked, I need to invoice the sales order and then print a pick or packing slip.  Since we have more than one person in the system, I was hoping to find a way so that I wouldn't accidentally invoice something that has not been received yet.  Thank you.

Moderator

Re: How am I able to invoice a sales order when the item I put on a purchase order has not been r...

Thanks for getting back in the thread, @MCsandhills.

 

Allow me to step in and help share additional information about creating an invoice for non-inventory items.

 

Since these items are not tracked as inventory part, QuickBooks will neither track the quantity on hand nor its value. You'll need to ensure the items were received first since we don't have the option to warn if the items exceed quantity on hand/quantity available when creating an invoice. 

 

For frequently asked questions about items in QuickBooks, You may find this article helpful: Items in QuickBooks Desktop.

 

Should you have other questions about your inventory items, please don't hesitate to let me know. I'm here to help.