Question

Sales Orders and Invoices

Forum|Forum|2 years ago
August 14, 2023
1 reply
39 views

Hi there,

On a weekly basis I am having to run a report for 1 customer that shows all of the current Sales Orders. I then export that to excel, sort it by due date, go into QB, select Create Invoice. select the customer and manually go through the list of all sales orders and check off each Sales Order number that is due that week which I found on the excel spread sheet.

Is there a way to do this all in QB? For example, view all Sales Orders for a customer, sort by due date, select the ones with the specific due date, and it create one Invoice for all that I have checked?

Thanks!

QuickBooks Desktop

C

Candice14

Level 8

Good afternoon, @cmcquillan.

Congrats on making your first post here in the Community! I can show you some different ways to get the results you want.

There are two ways that you can pull the data:

Go into the Customer Center and filter the transactions for the specific customer that you select from the list to only show Sales Orders. From there, you can also choose a date. Here's a visual below:

2. Open the Sales Order by Customer report and customize it to show all open sales orders. Visuals below:

Picture 1

Picture 2

In addition, when creating an invoice, on the right-hand side it shows if there are any Sales Orders that need to be invoiced.

I hope this helps. Feel free to come back if you have any further questions about the information I provided. Bye for now!

C

cmcquillanAuthor

Thank you for your help!

Both of those options allowed me to add columns and filter to find what I was looking for but then there is no way to then easily bulk select the sales orders and create an invoice from there correct? That is the part I am struggling to do.

Thanks,

Q

QueenC

Moderator

Chiming in on this conversation to further assist you and share additional information, @cmcquillan.

The ability to select multiple Sales Orders and generate a single Invoice in QuickBooks Desktop is currently unavailable. Although it may seem logical to have this functionality in the Customer Center or on the Report page, where all the Sales Orders for a particular customer are displayed, the mentioned menus are designed for information viewing purposes only.

You can alternatively select multiple Sales Orders into one Invoice by directly going to the Invoice page. I'd be glad to narrow down these steps:

Go to the Customers menu then select Create Invoices.
Select the Customer.
Click on Create invoice from one or more sales order(s) and mark the sales order you want to add.
Click OK.
In the Create Invoice Based on Sales Order (s), specify what to include in the transaction:
• Create invoice for all of the sales order (s).
• Create an invoice for selected items.
Select OK.

Note that this process is only applicable if the Sales Orders are for the same customer.

Additionally, since you've been dealing with invoices in most of your business activities, here's an article that'll guide you in case you'd want to personalize their appearance by including necessary fields only for better business communication: Use and customize form templates in QuickBooks Desktop.

Thank you for choosing QuickBooks Desktop for managing your sales orders and invoices. We're here to help you every step of the way. If you have any additional questions or need further assistance, please don't hesitate to hit on the Reply button. Our dedicated team is ready to provide the support you need to ensure your business management experience is seamless.

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