cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
TJ Duncan
Level 1

Sales Order Processing

I have a client interested in using QB but they have concerns that it hasnt a sales order processing facility.  They need Estimate, acknowledgement, Delivery Note then Invoice.  Can this be done? 

Solved
Best answer June 09, 2023

Accepted Solutions
Ashleigh1
QuickBooks Team

Sales Order Processing

Hello TJDuncan, welcome to the Community page, they will not be able to do all of that in QuickBooks they can create and estimate convert that into an invoice and then receive payment on the invoice. Here are some articles to help 

 

Create and send estimates in QuickBooks Online

Convert an estimate into an invoice in QuickBooks Online

Create invoices in QuickBooks Online

Record invoice payments in QuickBooks Online

 

 

View solution in original post

1 REPLY 1
Ashleigh1
QuickBooks Team

Sales Order Processing

Hello TJDuncan, welcome to the Community page, they will not be able to do all of that in QuickBooks they can create and estimate convert that into an invoice and then receive payment on the invoice. Here are some articles to help 

 

Create and send estimates in QuickBooks Online

Convert an estimate into an invoice in QuickBooks Online

Create invoices in QuickBooks Online

Record invoice payments in QuickBooks Online

 

 

Need to get in touch?

Contact us