Changes made to invoice from flipped sales order are not showing up

lneesbye · ‎January 24, 2019

We recently purchased Premier and are just starting to use Sales Orders. I created a Sales Order which I then flipped to an invoice. Then I had to make some revisions to the invoice including adding an item at zero cost. All the revisions show, except the zero line item. It shows on the screen, but not on the actual printed invoice.

We also setup a fake sales order with a zero line item and then flipped it to an invoice. That also did the same thing. The zero line item appeared on the screen, but not on the printed copy.

Thanks in advance,

Lene Neesbye-Hansen

qbteachmt · ‎January 24, 2019

@AldrinS

Please Learn from the Input here.

@lneesbye

You don't have any Damage. This is a Setting in your file. Edit menu > Preferences has over 400 Settings that you need to control for what you want to have as defaults and functions and settings.

You didn't "Flip" but you Fulfilled that Order, to make the invoice for the actual Sale.

The control for Print Items:

Edit menu > Preferences, Sales & Customers on the left, then Company Preferences on the Right. You selector deselect:

Do Not Print items with ZERO Amounts

Right there. Please see my attachment.

View solution in original post

AldrinS · ‎January 24, 2019

I've got you covered, lneesbye.

Thanks for bringing this to my attention. I have just the steps that'll help resolve this and ensure that your invoices print correctly.

This sort of behavior is often the result of data integrity issues affecting the invoice template which can be quickly resolved by recreating it. The steps below will guide you through the process:

To recreate the damaged template

From the Lists menu, choose Templates.
Click the Templates drop-down button, then select New.
Pick Invoice in the Select Template Type window, then hit OK.
Click Manage Templates.
Make sure the New Invoice Template is selected and enter your preferred name in the Template Name field.
Click OK.

Once the template has been recreated, all you have to do next is to make sure this template is selected before you print the invoice. Here's how you can do it:

From the Customers menu, choose Customer Center.
Select the customer name.
In the Transactions tab of the Customer Information section, double-click the invoice to open it up.
From the Template drop-down menu, pick the new invoice template.

All of this information and more is available in our guide on how to use and customize form templates.

That should do it. With these resources, I'm confident you'll be to print the invoice with the correct details in no time!

I hope this response finds you with a smile. Keep in touch if you need more help with your invoices. I always have your back and am always happy to help. Have a great day.

qbteachmt · ‎January 24, 2019