Creating an invoice after following the Sales Orde Fulfillment Worksheet workflow for partial shipments

Hi there, Russell. I know that the process can be challenging on your end. I can share a step so that you can resolve the issue with your sales order. 

Let's review your current invoice setup and ensure it is established to generate invoices based on the items that have been fulfilled rather than including all items from the sales order.

Here's how:

From the Sales Orders window

1. On the Sales Orders main tab, select the Create Invoice button.
2. On the prompt that appears, choose:

• Select Create invoice for all of the sales order(s) to add all items from the sales order to the invoice.
• Select Create invoice for selected items if you want to put only some of the items on the invoice.

You can also check this article about recording customer sales transactions in QuickBooks: Create an Invoice in QuickBooks Desktop.

Here's an article as your reference when using the worksheet: Use the Sales Order Fulfillment Worksheet.

Additionally, you'll want to create reports to get helpful insights on the status of your inventory and the things you buy and sell. 

If you have any clarifications, please don't hesitate to contact us. We're always open to attending to your further concerns. Have a good one!

Hello Abegail

Thanks for the response but I think you are missing the point of my question/issue

We partially picked/shipped a sales order, when we invoice, the invoice should match what we shipped as part of an otherwise great workflow

If the sales order was for 2,000 pieces of an item and we then picked and shipped 1,500 because that was all we had in stock, it should just invoice for 1,500

The remaining 500 are on back order and will be shipped and invoiced at a later date

 Why would it default to invoice the full 2,000 pieces

I have read and reread all the articles I can find but cannot find any that address the issue

Thanks for getting back to us and providing more details about your concern, Russell.

Let's edit your invoice for a sales order's Invoiced quantity to match what you shipped so your Fulfillment Worksheet's back order information gets updated. I'll gladly guide you on how to do this below.

When you create an invoice for a sales order, you need to enter the partially picked quantity (1500) in the To Invoice (Or Invoiced) column to match what you shipped in the Sales Order Fulfillment Worksheet. To do this, open your invoice to make the necessary edits. Please see the screenshot below for your reference.

For the complete guide on how the Sales Order Fulfillment Worksheet gives you insights and access to all aspects of your sales transactions, please see this article: Use the Sales Order Fulfillment Worksheet.

Additionally, creating a sales order is part of your usual A/R workflow in QuickBooks Desktop (QBDT). To see the complete list of workflows and other customer-related transactions, you can look into this article: Get started with customer transaction workflows in QuickBooks Desktop.

I'm all ears if you need further assistance with your Sales Order Fulfillment Worksheet and invoices in QBDT. Add your reply below, and I'll get back to help you.

Morning Rea,

Both you and support keep on giving me the same answer. I worke dout for myself that I can go and manually update the sales order ton indicate what actually shipped. I SHOULD NOT HAVE TO DO THAT, OR AT LEAST BE GIVEN AN OPTION TO DO OR NOT DO THAT.

By default, if you follow the Sales Order Fulfillment Worksheet, and only partially ship what was on the sales order, the invoice should match what was shipped and leave the balance on back order

Not sure how else to say this 

I am having the exact same issue - it's ridiculous! 

We hear your sentiments, @JT2389.

Currently, we have an ongoing investigation about the sales order fulfillment worksheet issues. Rest assured that our engineers are doing their best to find a possible fix as soon as possible.

I suggest reaching out to our Customer Care Support Team. This way, you'll be added to the list of affected users and receive updates once the issue is resolved. 

You can follow the steps below to contact them: 

1. Go to the Help menu, then select QuickBooks Desktop Help.
2. Select Contact Us.
3. Please briefly describe your issue, select Continue, and choose a way to connect.

In addition, we have various reports displaying the total sales order amount. You can visit this article for more information: Customize customer, job, and sales reports in QuickBooks Desktop.

Please bear with us as we work on this. Keep me posted if you have any other queries about the other transactions. I'll be around to answer them for you.

QuickBooks sells the "Enterprise" version as an enterprise solution

To say the support for this version sucks, would be an understatement

I spent an hour each on two separate calls with support with the final answer being the system operates as designed. The support reps are not aware of an issue.so I told them and that they will add me.

What blew me away was that the support reps don't actually an instance of the software running, so do not even have the ability to replicate the issue themselves

When they ran out of ideas they had a superior that I could not speak to but that they relayed the issues to and that person I guess told them what to try.

I know the system better than anyone I have spoken to in the two areas I am having issues, Sales Order Fulfilment Worksheet and Advanced Inventory/Landed Cost

What a joke!  

What does this is subject to an ongoing investigation, how long has this being going on and when do you expect a resolution 

I understand that this issue has been causing inconvenience, @RussellT. I'll share a few things about this matter.

This known issue has been ongoing for quite a while, and we want to assure you that our team is actively working on resolving it. Our developers are diligently investigating the root cause and working towards implementing a permanent fix for the sales order fulfillment worksheet issues.

At this moment, I regret to inform you that we're unable to provide a specific timeframe for when the issue will be completely resolved. Complex technical challenges can sometimes require more time than anticipated to ensure a thorough and effective resolution.

In the meantime, you can visit our Help Articles page to help guide you in achieving your future tasks.

Thank you for your understanding and patience as we work to rectify this situation, @RussellT. We truly value your business and are dedicated to providing you with the best possible service.

Hi Nicole,

What is the mechanism to advise users if and when the issue is resolved?

Hello there, @RussellT. 

Thanks for getting back to the thread. I'm here to address any inquiries you have regarding the investigation process.

After contacting our dedicated Customer Support Team and having your account added to the list of affected users, you'll receive updates via email as soon as the issue is successfully fixed.

Moreover, creating sales orders is an integral aspect of your regular Accounts Receivable (A/R) workflow within QuickBooks Desktop (QBDT). For a comprehensive view of various workflows and customer-related transactions, I recommend checking this resource: Learn the different ways you can track customer transactions in QBDT.

Feel free to share your thoughts in the comment section below if you have any other QuickBooks-related concerns. I'll be here to provide further assistance.

ReymondO,

Have you ad me added to the list of affected users, if not can you have me added

If you cannot have me added and I have to contact customer support, what do I tell them so they know what to add me to.

As I mentioned earliers the support reps I spoke to wasted two hours of my time because THEY WERE NOT AWARE OF THE ISSUE and I don't have time to waste dealing with them

Is there a ticket # for the issue or some way I can refer them to it?

I'll chime into this thread to ensure you'll be added to the list of affected users, RussellT.

You're right that we're unable to pull up your account here in the Community since this is a public forum and for security reasons.

Thus, you'll have to contact Customer Support Team so they can add you to the list of affected users and notify you via email of the resolution updates.

You can present this investigation number (INV-32839) to our representative to speed up the process.

Additionally, please check out this article to view various ways to track customer transactions in QBDT: Accounts Receivable workflows in QuickBooks Desktop.

We appreciate your patience while we’re working to fix this. Feel free to add a reply below if you have other QuickBooks-related questions. Stay safe!

Hi Kevin,

I called an spoke to support and asked they add me to the email distribution list

Is it possible for you to verify I'm on the list, me email start with my 1st name

Thanks

Russell

I can see the urgency of getting your QuickBooks account issue resolved, RussellT.

I'd like to inform you that we're unable to discuss this matter here in the Community forum.  We're unable to access your account due to security concerns. Our phone representatives are the ones designated team to help access your information. This way, they can check your previous case in our system. As well as verify if you're already added to the list of affected users. 

You can always hit the Reply button if you have further questions in mind regarding QuickBooks. I’ll make sure to get back to you as soon as I can. Stay safe!

Is this issue still an issue our company is testing Enterprise as well and are having the same issues.

Hi there, angela.

I understand the importance of creating an invoice after following the Sales Order Fulfillment Worksheet workflow for partial shipments in QuickBooks Desktop Enterprise.

Upon checking in our system, the investigation related to this issue is still ongoing. Please be assured that our engineers are working diligently to resolve this problem.

I recommend contacting our QuickBooks Support Team so that you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. I've included the steps to contact support below. 

1. Select QuickBooks Desktop Help from the Help menu.
2. Click Contact Us.
   
   
3. Type in INV-32839, then Continue.
4. Choose a way to connect with support.
   

 Additionally, I recommend reading this article to help you learn more about tracking the progress of your sales orders: Use the Sales Order Fulfillment Worksheet.

I appreciate your patience as we work through this. If you have any other concerns or questions about managing your sales transactions, please don't hesitate to add a comment below. I'll be glad to help you out.

The problem goes dipper than what was discussed here. when you create an invoice and select "create invoice for selected items" it will also not bring in the qty picked it will bring in qty available in inventory 

Thanks for bringing this to our attention, SimonTZF. Let's work together to address the issue preventing the quantities in your sales orders from populating your invoices.

This behavior might be due to a data integrity issue, so we’ll start by using the Verify and Rebuild tools. You can begin by closing all windows in your QuickBooks Desktop. Then, follow these steps:

1. On the top menu, go to File.
2. Select Utilities.
3. Click Verify Data.

If you see an error message, head to our support site for detailed instructions on how to fix it. On the other hand, if you see "Your data has lost integrity," you'll need to rebuild your data to fix it. Refer to this article for the steps on how to do so: Rebuild Data in QuickBooks Desktop.

For more information about invoicing in QuickBooks, check out this article: Create an invoice in QuickBooks Desktop.

For future reference, here's a guide on generating and personalizing reports to obtain valuable information about your transactions: Reports.

If you require additional help, SimonTZF, you can always come back to the Community. Don't hesitate to visit again, and I will respond as promptly as possible. Stay safe!