View Full Version : Tie an existing invoice to an existing sales order
11-02-2006, 11:07 AM
My apologies if this has been asked and answered. I tried finding the answer with search to no avail.
I am running Quickbooks Premier 2006 Retail and have found some invoices that should be tied to existing sales orders. As a result, I have open sales orders that are not open, but do not wish to create new invoices. I *could* create a new invoice and manipulate the balances with credits, but my housekeeping instincts are hoping for a cleaner solution.
Thank you in advance for your assistance.
11-02-2006, 11:23 AM
just delete the sales order. a sales order is a nonposting document. nothing is affected when created and deleted.
11-02-2006, 12:09 PM
Thank you for your quick reply!
I do not delete sales orders that have been completed because the information on the sales order ties our activity to the customers' purchase orders. I *think* that I am looking for a way to tie the invoices to the sales order in the same way they are tied together when you create an invoice from a sales order. I would like to be able to go to the Transaction History and see the invoices listed. Thank you again!
11-02-2006, 04:15 PM
You cannot manualy link invocies to either Sales orders or estimates. They have to be created from them. If you print the existing invocie and then create a new one with the same date and number and fillit out exactly as the original it will be linked. You will also have to edit the Receive Payment and apply it to the new invoice after you delete the old one.
11-02-2006, 09:59 PM
Thank you. Although it is not the answer I was hoping for, it is most appreciated. Perhaps if I change the sales order or estimate and then create matching entries in the invoice I will be rewarded with the desired result?
vBulletin® v3.8.4, Copyright ©2000-2013, Jelsoft Enterprises Ltd.