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R
RussellT
July 28, 2023
Question

Creating an invoice after following the Sales Orde Fulfillment Worksheet workflow for partial shipments

  • July 28, 2023
  • 1 reply
  • 0 views

We are new to using QuickBooks Enterprise, we followed the Sales Order Fulfillment worksheet.

We picked a partial sales order, then shipped what was picked and then selected create an invoice.

It created and invoice for the entire sales order and not just the items we had picked and shipped.

What did we do wrong, I can't believe we have to no manually create each invoice by adjusting to the quantities shipped.

Common sense says the invoice created in the workflow should just be for the items and quantity shipped

Please HELP

1 reply

A
AbegailS_
July 28, 2023

Hi there, Russell. I know that the process can be challenging on your end. I can share a step so that you can resolve the issue with your sales order. 

 

Let's review your current invoice setup and ensure it is established to generate invoices based on the items that have been fulfilled rather than including all items from the sales order.

 

Here's how:

 

From the Sales Orders window

  1. On the Sales Orders main tab, select the Create Invoice button.
  2. On the prompt that appears, choose:
  • Select Create invoice for all of the sales order(s) to add all items from the sales order to the invoice.
  • Select Create invoice for selected items if you want to put only some of the items on the invoice.

You can also check this article about recording customer sales transactions in QuickBooks: Create an Invoice in QuickBooks Desktop.

 

Here's an article as your reference when using the worksheet: Use the Sales Order Fulfillment Worksheet.

 

Additionally, you'll want to create reports to get helpful insights on the status of your inventory and the things you buy and sell. 

 

If you have any clarifications, please don't hesitate to contact us. We're always open to attending to your further concerns. Have a good one!

R
RussellTAuthor
July 28, 2023

Hello Abegail

Thanks for the response but I think you are missing the point of my question/issue

We partially picked/shipped a sales order, when we invoice, the invoice should match what we shipped as part of an otherwise great workflow

If the sales order was for 2,000 pieces of an item and we then picked and shipped 1,500 because that was all we had in stock, it should just invoice for 1,500

The remaining 500 are on back order and will be shipped and invoiced at a later date

 Why would it default to invoice the full 2,000 pieces

I have read and reread all the articles I can find but cannot find any that address the issue

R
Rea_M
July 28, 2023

Thanks for getting back to us and providing more details about your concern, Russell.

 

Let's edit your invoice for a sales order's Invoiced quantity to match what you shipped so your Fulfillment Worksheet's back order information gets updated. I'll gladly guide you on how to do this below.

 

When you create an invoice for a sales order, you need to enter the partially picked quantity (1500) in the To Invoice (Or Invoiced) column to match what you shipped in the Sales Order Fulfillment Worksheet. To do this, open your invoice to make the necessary edits. Please see the screenshot below for your reference.

 

 

For the complete guide on how the Sales Order Fulfillment Worksheet gives you insights and access to all aspects of your sales transactions, please see this article: Use the Sales Order Fulfillment Worksheet.

 

Additionally, creating a sales order is part of your usual A/R workflow in QuickBooks Desktop (QBDT). To see the complete list of workflows and other customer-related transactions, you can look into this article: Get started with customer transaction workflows in QuickBooks Desktop.

 

I'm all ears if you need further assistance with your Sales Order Fulfillment Worksheet and invoices in QBDT. Add your reply below, and I'll get back to help you.

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