Connect invoice to sales order

joneill1186 · ‎November 23, 2022

Hi all!

I have a 4 item sales order that has releases so each is listed separately with the ship dates.

Accidentally invoiced the same line item twice, so it shows on the line item that we shipped 100 instead of 50. The second line item (which should have been the line invoiced) still showing open. This is from earlier in the month and was just caught now. Is the only way to fix this to delete the invoice and create a new invoice that pulls from the correct line? Is there any way to allocate the line items correctly without having to redo everything? We've created an internal note to keep track when we receive the payments, but it seems like there should be an easier way to do this. I don't want to just close out the line on the sales order because I want to match with what actually shipped for that ship date. Thoughts on maybe an easier or better way to do this?! Any help would be greatly appreciated.

Thanks,

shantait820 · ‎November 23, 2022

ok

joneill1186 · ‎November 23, 2022

Not trying to be mean, but did you forget a lot of words?

JamesAndrewM · ‎November 23, 2022

Hello there, @joneill.

Currently, we can delete and recreate the invoice to correct its line item. When recreating it, make sure to choose the correct shipping date, then link the payment with that invoice.

Here's how to link payment:

Open the created invoice, and select Receive Payment.
Under the Unused Credits section, click Apply Credits.
Put a checkmark on the checkbox to apply for the credits.
Select Done, then Save and Close.

I've added a screenshot below for your reference.

You can visit this article to know the different ways you can track customer transactions in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.

If you have further concerns with invoices, don't hesitate to post them here. Stay safe!

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Connect invoice to sales order