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Karenb7
October 9, 2024
Question

Drop Ship Order Process Steps

  • October 9, 2024
  • 1 reply
  • 0 views

We are a drop Ship business where the customer does not pay in advance.  I saw a similar question but their customer prepaid.

 

What are the correct steps for placing an order.

This is what I am doing thus far.

Create Purchase Order to Vendor to drop ship product to my customer.

Once product has shipped from vendor and invoice is received I create a Bill to Pay the Vendor.

Then separately, I going to Invoices and create a new Invoice for MY customer where Vendor Drop Shipped.  Because on PO I chose "billable", when I create an Invoice for specific Vendor, suggestion comes up for product I have order on Purchase Order (and Bill).

 

Problem I am having is that Invoice is not Linked to my Purchase Order or Bill, which makes it hard for me to figure out where I am at in the transaction.

1 reply

K
Kevin_C
October 9, 2024

You can only link the invoice to the bill but not with the purchase order (PO), Karenb7. Let me discuss it in detail below.

 

You're unable to link the invoice to a PO directly since it's a non-posting transaction. When converting the PO to a bill, you'll want to ensure the Billable checkbox is properly associated with the correct customer to be invoiced.

 

When generating an invoice, add the correct billable expense entry so it will be linked.

 

Furthermore, you can click the Linked transactions at the upper-left corner. Then, click the Billable expense link to route you to another window. From the Billable Expense page, click the Bill link to open the bill transaction where it's coming from.

 

Moreover, here's a resource that you can use to see all payments made to your vendors and generate a report that provides insights into your business expenses: Run a report with vendor totals in QBO.

 

Kindly reach out anytime if you have more questions or need assistance managing vendor-related queries. Just add a reply to this post, and I'll be here to help you promptly. Have a great day!

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