Getting Sales order date on an invoice

Hey there, @kperry.

Thanks for reaching out to Community. I'm happy to assist you with information about the sales order date to show on this invoice.

At this time, there isn't a way that we can pull over the sales order date to the invoice automatically. However, I do have a workaround that you can try out.

The steps will be manual entry and adjusting your invoice template.

Here are the steps:

1. Click the Create Invoice icon on the home page. 
2. At the top, select the Formatting tab.
3. Choose Customize Data Layout. 
4. Under the Header tab, scroll down until you see Other. 
5. In the check-boxes next to Other, place a check in both. 
6. The blank box next to the checkmarks, type in S.O Date. 

7. Click OK at the bottom to save your changes.

Now that we have made our changes to the invoice template, we can now manually type in our S.O Date.

That's all there is to it. If you have further questions or concerns, feel free to reach back out anytime. Take care!

Thank you Tori. I had actually did that but was wondering if there was a way to have the date auto fill with whatever date was on the SO. I was going to switch where the "other/sales" date and the invoice date spots where but the invoice date is what genrates the due date.

Hi there, @kperry. Thanks for responding.

At this time, there isn't a way to auto-populate the date from the Sales Order. I'm going to put in feedback to our Development Team to let them know about your concern. You can follow what my colleague @Tori B has suggested as a workaround.

If you have any other questions, please feel free and reach back out. 

What is the work around to get the sales order date to auto populate on an invoice?  Surely there's a way to do this in Quickbooks desktop.  

Thanks,

Candi

Hi there, @Candi2020.

Currently, we're unable to auto-populate the date from the sales order on an invoice as mentioned by my colleague @Ashley H. However, you can follow the workaround suggested by @Tori B.

Meanwhile, you may visit this site to get you in the loop about the latest QuickBooks updates, release and developments.

Also, you'll want to customize reports in QuickBooks Desktop. This way, you'll be able to pull up the details you wanted to see in your report which suits your business needs.

Moreover, you may read this handy help article if you have other QuickBooks concerns, such as running reconciliation, exporting and importing files, etc. This way, you'll run your business effectively and efficiently.

I'll be here in the Community if you need more help. Take care always and have a nice day!