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May 29, 2023
Question

How to make a sales order prior to an invoice

  • May 29, 2023
  • 1 reply
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How to make a sales order prior to an invoice

1 reply

May 29, 2023

Let's ensure you can record a transaction according to your need, rubenh. 

 

Currently, there's no Sales Order feature in QuickBooks Online (QBO). I can see how having this additional feature and functionality would be helpful for you and your business.

 

I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

As a workaround, we can create an Estimate as a replacement. An estimate is a non-posting transaction that can be turned into an invoice at a later time. When the customer gets the invoice, this can act as the sales order.

 

Here's how to submit feedback: 

 

  1. Click the Gear icon at the top, then select Feedback.
  2. Enter your comments or product suggestions.
  3. Then select Next to submit feedback.

 

I've included this article that will help you in designing and personalizing your estimates: Customise sales forms in QBO.

 

My doors are always open to help if you have any other questions about Sales orders. Have a good one!