Solved
Missing Sales Order in a Customer
An Open Sales Order # is not showing in a Customer when we create an invoice. It shows all others except the one that is suppose to be there. Please advise, thank you!
Hello there, @Erss.
I'd like to help you figure out the proper action to take in fixing your sales order transaction in QuickBooks.
To isolate the issue, let's try deleting the whole sales order transaction and the invoices link to it and recreate them and ensure to specify what to include on the invoice. To do this, here's how:
- At the top menu bar, click Customer.
- Go to the Customer Center.
- Select Transactions.
- Click Sales Orders.
- Look for the sales order transactions you want to delete.
- Click Delete.
- Select Save & Close to apply the changes.
Once you're done deleting the sales order, please check out the this link in recreating the sales order: Create a sales order
You can also check this article about recording sales transactions from customers in QuickBooks, please check out this article: Create an Invoice in QuickBooks Desktop.
In the meantime, you can review this guide about customer transaction workflows in your QuickBooks Desktop (QBDT) account.
Please let me know if you have other questions about your sales order. I'm here to help. Have a great day!