Skip to main content
March 8, 2025
Question

Linking specific invoice form to specific sales order form

  • March 8, 2025
  • 1 reply
  • 0 views

We have several marketplaces we sell our products on (Amazon, Walmart, etc) and we want to use different invoice forms for each marketplace.  We've already created the forms in QuickBooks Desktop Enterprise, and we are using Webgility to post the orders into QuickBooks, so they are coming in on different sales orders.  However when we invoice those orders, we have to manually select which invoice to use.  Is there any way to link our Amazon Invoice to our Amazon Sales Order and our Walmart Invoice to our Walmart Sales Order, so that we do not have to manually select each time?

1 reply

March 8, 2025

Hi there, OptegoVision.

 

In QuickBooks, linking your invoice and sales order can only be done manually. Since you're looking for a way to use a template for another marketplace automatically, let me walk you through this process.

 

When you create an invoice, you can select any template you want. However, you'll need to choose it manually.

 

Since you're using multiple marketplaces, the option to automatically link your invoice to a specific template is unavailable. I recommend submitting a feedback request to our engineering team so they can consider adding a feature that will automatically change the template when creating an invoice.

 

Here's how:

 

  1. On the menu bar, click the Help option.
  2. Select the Send Feedback Online option. 
  3. Click the Product Suggestion button. 
  4. A pop-up window display. Then, enter your suggestion. 
  5. Once done, click the Send Feedback button.

 

In the meantime, you can continue to select the template manually as a workaround while we await updates on this feature.

 

For more information, you can visit our article on customizing your invoice templates in QuickBooks Desktop.

 

Additionally, you can create custom fields to personalize your sales forms and reports to focus on the information that matters most to your business.

 

If you have any more questions or need further assistance with linking your invoices and templates, please let me know. I'm here to help make the process as smooth as possible for you!