Hi there, Nick L.
Currently, there's no option to directly add the items in the created invoice and pull it off of the sales order.
I suggest deleting the invoice that has been created and add the items in the Sales Order. Then, recreate the invoice to link this to the sales order with the added items. This way, to make sure your record with transactions is accurate.
Here's how to delete the invoice:
- Click the Customers menu at the top. Then, choose the Customer Center.
- Choose the customer or type the name of the customer in the search icon.
- Select the invoice that you want to delete. Then, click it to expand the page.
- Click the Delete icon at the top. Then choose Delete.
- You'll be prompted with This invoice was created from a sales order. Do you want to delete it anyway? Hit OK to confirm the deletion.
Once done, go to the Sales order you created to add the items from there.
Here's how:
- Click the Customers menu at the top. Then, choose the Customer Center.
- Choose the customer.
- From the customer's information, choose the Sales order.
- Click the transaction to expand the page.
- Add the items.
- Hit Save and close.
- You'll be prompted with You have changed the transaction. Do you want to record your changes? Click Yes to confirm.
After that, you can now recreate the invoice and link this to the updated Sales Order. For additional information and to see the detailed steps, you can click this article: Create an invoice in QuickBooks Desktop.
Please check the articles below on how to turn on payments so your customers can pay you directly from the invoices you send them. And, to see different processes involved in making payments in QuickBooks Desktop such as multiple payment methods, reapplying payments, refunding payments.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
