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Senior Explorer *

Sales Order NOT showing when Invoicing a Customer

We create Sales Orders to a Customer, and invoice it whenever we helps them drop ships an item.
Customer A: Sales Order 12 have item A Customer A sells 1 item A
We click on invoice on customer A, Sales Order list pops up, we select SO 12, selects Item A, and finish invoicing the customer.
Problem, we see SO 12 in QB for Customer A, but when we select invoice, we do not see SO 12. We do see other SOs. Please advice, thank you!

Solved
Best answer a week ago

Accepted Solutions
QuickBooks Team

Re: Sales Order NOT showing when Invoicing a Customer

Hi there, Erss.

 

Thank you for posting here in the QuickBooks Community.

 

It could be the status of the sales order is Invoiced in Full and that's why SO 12 does not pop-up when creating another invoice for customer A.

 

I suggest comparing the quantity of how much you ordered and invoiced.

 

Here's how:

 

1. At the top of the page, select Customers, then Customer Center
2. Select customer A, then double click the invoice to open.
3. Compare the quantity on the Ordered column to the Invoiced column.
4. Update the number in the Invoiced column.
5. Click Save and Close.

 

Once done, you can create an new invoice and select SO 12.

 

You can refer to this article if you want to know how your customer can pay through online: Create invoices with payment link.

 

Please keep me posted if you need anything else. I'm always around whenever you need help.​

Senior Explorer *

Re: Sales Order NOT showing when Invoicing a Customer

Fixed it! 

 

We changed the SO number to 112.  Opened up the customer, and saw SO 112.  Then we changed it back to 12, and its there!!!!!!

 

Guess just need a reset.  

 

Followup question.  We are missing SO 17 for this customer.  Do you know where we can find all the SOs, even if they are deleted or voided?   Thank you!

4 Comments
QuickBooks Team

Re: Sales Order NOT showing when Invoicing a Customer

Hi there, Erss.

 

Thank you for posting here in the QuickBooks Community.

 

It could be the status of the sales order is Invoiced in Full and that's why SO 12 does not pop-up when creating another invoice for customer A.

 

I suggest comparing the quantity of how much you ordered and invoiced.

 

Here's how:

 

1. At the top of the page, select Customers, then Customer Center
2. Select customer A, then double click the invoice to open.
3. Compare the quantity on the Ordered column to the Invoiced column.
4. Update the number in the Invoiced column.
5. Click Save and Close.

 

Once done, you can create an new invoice and select SO 12.

 

You can refer to this article if you want to know how your customer can pay through online: Create invoices with payment link.

 

Please keep me posted if you need anything else. I'm always around whenever you need help.​

Senior Explorer *

Re: Sales Order NOT showing when Invoicing a Customer

Thanks for the reply. If the items has Not been invoiced in Full. Let say there are total of 10 in SO for item A, and only 1 is invoiced. Then when we open up SO 12, we should be able to invoice 9 more, and even over invoice right? If there are multiple items on this SO that has not been fully invoiced, is there any other way to see the SO for this customer?
Senior Explorer *

Re: Sales Order NOT showing when Invoicing a Customer

Fixed it! 

 

We changed the SO number to 112.  Opened up the customer, and saw SO 112.  Then we changed it back to 12, and its there!!!!!!

 

Guess just need a reset.  

 

Followup question.  We are missing SO 17 for this customer.  Do you know where we can find all the SOs, even if they are deleted or voided?   Thank you!

QuickBooks Team

Re: Sales Order NOT showing when Invoicing a Customer

Thanks for getting back to us, Erss.

I've got you covered in finding all the Sales Order in your QuickBooks Desktop.

 

You can use the Find feature to find all the sales order in QuickBooks.

 

Here's how:

 

  1. Click Edit at the top menu bar and choose Find.
  2. Choose Transaction Type under Filter.
  3. Select the Sales Order and hit Find.
  4. All the Sales Order you've entered in QuickBooks will show up.

z.PNG x.PNG c.PNG

 

Also, you can check the Audit Trail report to see if the Sales Order 17 was deleted. If deleted, you can re-create the transaction.

  1. Click the Reports at the top menu bar and choose Accounting & Taxes.
  2. Select Audit Trail.

v.PNG

 

In case you want to know some "How do I" steps in QuickBooks Desktop, you can always visit our Help Articles page for reference. Here's the link: https://quickbooks.intuit.com/community/Help-articles/ct-p/help-articles-us?label=QuickBooks%20Deskt....
 

I'm including these articles for more references:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

Keep me posted if you need more help in finding the sales order in QuickBooks Desktop. I want to make sure you'll be able to find it. Have a good one.