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J
Jennifer TS
December 27, 2023
Question

Sales Order to Invoice

  • December 27, 2023
  • 1 reply
  • 0 views

I have a Sales Order. I need to transfer the Sales Order to an Invoice. When I transfer everything over and try to email it to a customer, nothing shows up except the qty, price or wording that I have changed on the invoice.

1 reply

S
Shania_C
December 27, 2023

Greetings, @JLaw20. We are thrilled to have you join our Community space. Allow me to help you with your concern about emailing a customer, nothing shows up except the quantity, price, or wording that you have changed on the invoice.

 

If you want to choose a template for your invoice, follow these steps:

 

  1. Go to Customers
  2. Create Invoice 
  3. Select Formatting
  4. Select Customize Data Layout
  5. Tick the boxes you want to include in your email.
  6. Click Okay
  7. Then Save and Close

Here is a photo for you reference:

 

 

Additionally, here are some articles that you can read to help speed up the customization of email templates and use them to send messages from QuickBooks: Create custom email templates in QuickBooks Desktop

 

Let me know if you have any questions about what to include in your invoice template. I'm always here to help you.

J
Jennifer TSAuthor
December 29, 2023

 Done, and does not work all of the time.

Some sales orders transfer and some do not.

J
jeanbiverly_
December 29, 2023

Hey there, Jennifer.

 

I understand that you're facing issues with transferring your sales order to an invoice and how important it is to maintain consistency in your workflow. 

 

To resolve this issue, I suggest you reach out to our support team. Here's how:

 

  1. Open QuickBooks.
  2. Go to Help, then choose QuickBooks Desktop Help/Contact Us.
  3. Select Contact Us.
  4. Provide a brief description of your issue, then click Continue.
  5. Sign into your Intuit account, select Continue, and then Continue with my account.
  6. Enter the single-use code you'll receive in your email. Then, hit Continue.
  7. Choose to Chat with us or Have us call you.

 

Additionally, here's an article outlining the complete list of workflows and other customer-related transactions that can be useful in the future: Get started with customer transaction workflows in QuickBooks Desktop.

 

Let us know if you have any other concerns apart from sales orders. The Community is always here to help you.

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