If you have a large customer you may wish to create one invoice for multiple sales orders. Is this possible in QuickBooks? Yes! This post shows you how.
Start by selecting “customers” from the menu. Then select “create invoices”. After you select the customer name on the invoice, you will see the following pop-up window:
Select “Create invoice from one or more sales order(s) “, then select “OK”. The following window will appear:
QuickBooks makes it easy to add several Sales Orders to a single customer Invoice
Put a check mark next to the sales orders you wish to invoice. You may select all or just some of the sales orders. Click on “OK”.
Once you select the sales orders, QuickBooks gives you the option to invoice for all the items on each sales order or you can create a partial billing.
The first option “Create invoice for all the sales order(s)” will create an invoice for the full quantity of all items listed on the sales order.
The second option “Create invoice for selected items” will allow you to create a partial billing. In this case we only received 3 of each from our supplier, but 5 were ordered. The customer wants the 3 shipped immediately. You can change the quantity to 3 in the “to invoice” column, then Select “OK” .
QuickBooks now creates an invoice for 3 each of the items for which you are billing.
If you wish, you can include the backordered information on the printed invoice, or the invoice form can be customized to only show this information on the screen. The following sales order columns are available to include on this form:
About the Blogger
I am an Advanced Certified QuickBooks ProAdvisor and an Adjunct Instructor at Tarrant County College. For over 12 years I have taught QuickBooks and Bookkeeping to dozens of Small Business owners. I can work with your management team to improve your workflow and utilize reporting tools including budgets and cash flow projections. I can help you wherever you are located. Call or email me today to schedule an appointment.
Conversions, Data Import, Customization & Ongoing Support
Workflows & Checklists Customized for your Business
Batch Reclassify, Report Correction and Procedures Review
Inventory Import, Adjustments and Item Setup Corrections
Custom Reports, Budgets & Profits by Division
Monthly Classes on Bookkeeping and QuickBooks