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grace-g
November 20, 2019
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How to correct a sales order

  • November 20, 2019
  • 1 reply
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Hi,

I created a sales order which I converted into an invoice. Unfortunately our shipping dept has advised only 5 of the 10 items will ship. How do I correct the closed item on the sales order as well as the invoice to reflect the correct amount being shipped?

Best answer by LauraAB

I see what you're saying. I appreciate the clarification. In this case, you can edit the invoice to 5, which will automatically update the sales order, or you can delete the invoice, reopen the sales order using my instructions above, and then create a new invoice from it. When the invoice is created, you'd simply change the amount to 5 and the sales order will automatically adjust.

 

Give it a shot and let me know how it goes!

 

1 reply

L
LauraAB
November 20, 2019

Hello grace-g,

 

Welcome to the QuickBooks Desktop community! Keeping track of your sales orders and the items invoices from them is an important part of managing your books.

 

How you record making changes like you mention depends on what you've done so far. From what you've described, here's what I interpret from your question: You created a sales order for 10 items, but you only invoiced 5 because that's all that was shipped.

 

If that's the case, the sales order should still be open. If you'd like, you can close it to show that you're no longer needing it if you don't intend to send the rest of the items

 

If you do intend to invoice and ship the rest of the items later or need to make other changes to the sales order, you can reopen it. Here's how.

 

  1. Select Customers from the top menu bar.
  2. Choose Customer Centre.
  3. Single-click the customer whom the sales order is for.
  4. Double-click to open the sales order from the Transactions tab.
  5. Click the button Mark As Open.

Take a look at the following article to learn more about sales orders: Create a sales order

 

If you need further help, don't be afraid to give our phone support team a call. This way, you can fully explain your situation and walk an agent through the steps you've taken. Dial 1-877-772-9158 to reach an agent. Learn about support hours and policies here: Intuit QuickBooks Desktop software support policies

 

Have a great rest of your day!

G
grace-gAuthor
November 20, 2019

Hi Laura,

To clarify, the sales order shows 10 and I invoiced for 10.  Only after the sales order was closed for 10 did it come to my attention only 5 were being shipped, so now I have 5 on back order.  

How would I now go back to correct the invoice and sales order to show 5 shipped and 5 on back order?

L
LauraABAnswer
November 20, 2019

I see what you're saying. I appreciate the clarification. In this case, you can edit the invoice to 5, which will automatically update the sales order, or you can delete the invoice, reopen the sales order using my instructions above, and then create a new invoice from it. When the invoice is created, you'd simply change the amount to 5 and the sales order will automatically adjust.

 

Give it a shot and let me know how it goes!

 

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