Skip to main content
B
BevN
November 16, 2023
Question

Customer invoice with summary of sales orders

  • November 16, 2023
  • 1 reply
  • 0 views

I would like to create a customer invoice (QB Enterprise) that summaries the information of the sales orders.   We will bill 15, daily sales orders semi-monthly, which would be approx. 250 lines for an invoice.    The sales orders are prepared daily for approval by the customer.

 

I would like to have the invoice summarize the sales orders, either by item, or by listing the subtotal of each of the sales orders.     I would provide a detailed report as backup as further detail of the invoice.  

1 reply

J
JamesM4
November 16, 2023

Hello BevN,

 

Welcome back to the Community. QuickBooks Desktop is a powerful program that helps you streamline your accounting. I'll be happy to share more info so you can get back to doing what you enjoy the most. 

 

At this time, you can add sales orders to invoices manually using the steps below: 

 

  1. From the QuickBooks Home screen or the Customer menu, select Create Invoices.
  2. On the Customer: Job drop-down, click on a customer or customer job.
    The available Sales Order window appears.
  3. Choose one or more sales orders that have items you want to include in the invoice.
  4. Make the necessary changes in the Invoice. Note: In the list of items, enter a quantity in the To Invoice (Or Invoiced) column for each item. If you don't want to invoice any of the listed items, enter 0 (zero) as the quantity
  5. Select Save & Close.

If you're looking for functions that go beyond the steps above, I suggest looking into a third-party invoicing app on our site desktop.apps.com. You're also welcome to send feedback to our engineers by clicking on the Help menu > Send Feedback Online. 

 

Let me know if this info helps. I'll be one message away in case you have other questions. 

Terms & ConditionsAccessibility statement