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ShibliSayeed
November 9, 2023
Question

I've changed the job from a Sales Order. Now the related Invoice is disconnected. How to connect the invoice with the sales order?

  • November 9, 2023
  • 1 reply
  • 0 views

Hello everyone,

I use QuickBooks Desktop (Enterprise Solution). I use Sales Order and progressive invoicing. Unfortunately, I created a sales order under a wrong "JOB" and an invoice was also created against that sales order. Now my issues are the following,

- I have re-assigned the sales order to the correct "JOB"

- After doing that the related "Invoice" became disconnected

- I have manually "Closed" the sales order but the sales order is showing as "Open Balance". It is showing that there is no invoice against that sales order as the link is disconnected (but there is an invoice).

 

Now how can I again connect the related invoice with the sales order?

Thanks in advance for your help.

1 reply

I
IrizA
November 10, 2023

Hello there, Shibli. Let me assist you and explain why your invoice got disconnected from your sales order.

 

The reason why there's an Open Balance although you already closed your Sales Order is because as you re-assigned the sales order to the correct Job, it will affect the connection between your invoice and with the sales order. 

 

What we'll need to do is delete the invoice that has been unlinked to the Sales Order. Then recreate it from the Sales Order since we're unable to re-link your Sales Order to the previous invoice.

 

Here's how: 

 

  1. Go to the Customers menu located at the left navigation panel.
  2. Choose the name of the customer from the Customer Center and then double-click the invoice.
  3. Click the Delete button.
  4. Once done, look for the Sales Order that you've created, and then double-click that. 
  5. Click the Create an Invoice located at the top of your screen.

 

You can utilize this article in case you want to customize your sales forms: Use and customize form templates. 

 

You can always reply whenever you have further questions about connecting your invoice with your sales order. I'm always here to help you out. Have a great day ahead. 

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