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Sales order not showing as invoiced but has been invoiced

I have a customer where both of their sales orders for some reason were not recognizing they had been invoiced, even though you could see the invoice under the transaction tab.   For one of the orders I deleted the invoice and reinvoiced and now the sales order shows invoiced in full - however I have a report of orders that haven't been invoiced and this "invoiced" order is still showing up on it.  I thought maybe I could mark it as closed to resolve the problem but the mark as closed is greyed out.  I tried going to Utilities and Verifying data to see if something is corrupted and nothing is.  I haven't deleted the invoice for the other order and reinvoiced it, but the mark as closed button is an option for me to select.     Please note for both of these orders - neither has been paid yet.

 

Besides my questions above, was deleting the previous invoice that wasn't making it reflect invoice in full a proper action to take? Or should I just have marked as closed?    How do I fix both of these orders?  Thanks in advance!

 

Solved
Best answer 11-29-2018

Accepted Solutions
Anonymous
Not applicable

Re: Sales order not showing as invoiced but has been invoiced

It's great to hear from you again, @deb0003.


Let me help figure out the proper action to take in fixing your sales order transaction in QuickBooks. 


Deleting the previous invoice that's reflecting the Invoiced In Full is okay. However, to better isolate the issue, let's try attempting deleting the whole sales order transaction and the invoices link to it and recreate them and ensure to specify what to include on the invoice.


Once you're done deleting the sales order, please check out the steps below in recreating the transaction:

 

  1. Go to Customers menu and select Create Sales Orders.
  2. Once done filling in the details, click the Create Invoice tab in the Sales Order.
  3. Make sure to choose Create invoice for all of the sales order(s).
  4. Once done, click Save & Close
  5. Open the Sales Order transaction and click the Open Sales Order By Customer.
  6. The Sales Order should no longer show in the report.

 

That should fix the issue. However, if the Sales order is still showing in the report, I'd suggest contacting our Desktop Care Support. They can access your account in a secure environment and check your transactions further with the help of their tools.


Here's how to get their contact information:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Please let me know if you have other questions about your sales order. I'm here to help.

View solution in original post

1 Comment
Anonymous
Not applicable

Re: Sales order not showing as invoiced but has been invoiced

It's great to hear from you again, @deb0003.


Let me help figure out the proper action to take in fixing your sales order transaction in QuickBooks. 


Deleting the previous invoice that's reflecting the Invoiced In Full is okay. However, to better isolate the issue, let's try attempting deleting the whole sales order transaction and the invoices link to it and recreate them and ensure to specify what to include on the invoice.


Once you're done deleting the sales order, please check out the steps below in recreating the transaction:

 

  1. Go to Customers menu and select Create Sales Orders.
  2. Once done filling in the details, click the Create Invoice tab in the Sales Order.
  3. Make sure to choose Create invoice for all of the sales order(s).
  4. Once done, click Save & Close
  5. Open the Sales Order transaction and click the Open Sales Order By Customer.
  6. The Sales Order should no longer show in the report.

 

That should fix the issue. However, if the Sales order is still showing in the report, I'd suggest contacting our Desktop Care Support. They can access your account in a secure environment and check your transactions further with the help of their tools.


Here's how to get their contact information:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks Version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Please let me know if you have other questions about your sales order. I'm here to help.

View solution in original post

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