Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi,
I created a sales order which I converted into an invoice. Unfortunately our shipping dept has advised only 5 of the 10 items will ship. How do I correct the closed item on the sales order as well as the invoice to reflect the correct amount being shipped?
Solved! Go to Solution.
I see what you're saying. I appreciate the clarification. In this case, you can edit the invoice to 5, which will automatically update the sales order, or you can delete the invoice, reopen the sales order using my instructions above, and then create a new invoice from it. When the invoice is created, you'd simply change the amount to 5 and the sales order will automatically adjust.
Give it a shot and let me know how it goes!
Hello grace-g,
Welcome to the QuickBooks Desktop community! Keeping track of your sales orders and the items invoices from them is an important part of managing your books.
How you record making changes like you mention depends on what you've done so far. From what you've described, here's what I interpret from your question: You created a sales order for 10 items, but you only invoiced 5 because that's all that was shipped.
If that's the case, the sales order should still be open. If you'd like, you can close it to show that you're no longer needing it if you don't intend to send the rest of the items
If you do intend to invoice and ship the rest of the items later or need to make other changes to the sales order, you can reopen it. Here's how.
Take a look at the following article to learn more about sales orders: Create a sales order
If you need further help, don't be afraid to give our phone support team a call. This way, you can fully explain your situation and walk an agent through the steps you've taken. Dial 1-877-772-9158 to reach an agent. Learn about support hours and policies here: Intuit QuickBooks Desktop software support policies
Have a great rest of your day!
Hi Laura,
To clarify, the sales order shows 10 and I invoiced for 10. Only after the sales order was closed for 10 did it come to my attention only 5 were being shipped, so now I have 5 on back order.
How would I now go back to correct the invoice and sales order to show 5 shipped and 5 on back order?
I see what you're saying. I appreciate the clarification. In this case, you can edit the invoice to 5, which will automatically update the sales order, or you can delete the invoice, reopen the sales order using my instructions above, and then create a new invoice from it. When the invoice is created, you'd simply change the amount to 5 and the sales order will automatically adjust.
Give it a shot and let me know how it goes!
Thank you Laura, It worked I appreciate your assistance here.
Awesome! I'm glad that worked. :) I'm happy to have been able to lend a hand. Feel free to stop by again!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here