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Welayah
November 20, 2019
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- Can I create an invoice for multi sales order?- I want my customer invoice showing the items required by the customer not the items i used to create product for him.

  • November 20, 2019
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by IamjuViel

Hello, @Welayah.

 

Let me share additional information on how you can create one invoice for multiple sales orders.

 

  1. Go to the Customers menu.
  2. Choose Create Invoices.
  3. Select the Customer's name on the invoice, you will see the following pop-up window:
  4. Mark the tick box for Create invoice from one or more sales order(s). 
  5. Click Ok.
  6. From the Available Sales Order window, pick the sales orders you want to include in the invoice. 
  7. Click Ok.
  8. You'll be prompted with the option to invoice for all the items on each sales order or you can create a partial billing.
    • Create an invoice for all the sales order(s) - You'll be able to create an invoice for the full quantity of all items listed on the sales order.
    • Create an invoice for selected items - You'll be able to create a partial billing. 
  9. Review the invoice details.
  10. Click Save and Close.

You can check this article for more detailed instructions: Create an invoice in QuickBooks Desktop (Go to Create an invoice for a Sales Order).

 

Meanwhile, you can read through these articles to learn more about the workflows in tracking your income and expense transactions:

You can always get back to us here in the Community if you have other questions. I'm always here to help.

2 replies

Rustler
Rustler
November 20, 2019

I'm not sure what you are asking for, but

when you create an invoice from scratch and you select the customer name, if there are open sales orders QB will ask if you want to use one or more of them to populate the invoice

 

Charging the customer for a bunch of parts but only showing the end unit you made from those parts can be done.  Create a group item, set it to not print all items, when you put the group on the estimate or sales order, right click and insert line for each part you use, use print preview to see how it looks to the customer, group item always show all parts on screen.

IamjuViel
IamjuVielAnswer
November 20, 2019

Hello, @Welayah.

 

Let me share additional information on how you can create one invoice for multiple sales orders.

 

  1. Go to the Customers menu.
  2. Choose Create Invoices.
  3. Select the Customer's name on the invoice, you will see the following pop-up window:
  4. Mark the tick box for Create invoice from one or more sales order(s). 
  5. Click Ok.
  6. From the Available Sales Order window, pick the sales orders you want to include in the invoice. 
  7. Click Ok.
  8. You'll be prompted with the option to invoice for all the items on each sales order or you can create a partial billing.
    • Create an invoice for all the sales order(s) - You'll be able to create an invoice for the full quantity of all items listed on the sales order.
    • Create an invoice for selected items - You'll be able to create a partial billing. 
  9. Review the invoice details.
  10. Click Save and Close.

You can check this article for more detailed instructions: Create an invoice in QuickBooks Desktop (Go to Create an invoice for a Sales Order).

 

Meanwhile, you can read through these articles to learn more about the workflows in tracking your income and expense transactions:

You can always get back to us here in the Community if you have other questions. I'm always here to help.

    W
    WelayahAuthor
    December 1, 2019

    Good morning dear,

    My first question (Credat invoice for multi S.O or Estimation) answered by juVielL with many thanks.

     

    My second question was:

    Let me explain our field of job to make my question more clear,

    Our field is Carpentry (i.e full set of bedrooms, etc), Aluminium fabrication (Windows, doors, etc), and making Sofa sets.

     My customers would like to see the items in the invoice as follows:

          Item No.                Description                      Qty            Sale PU         Amount

              1                      Full set of bedroom             2                500.00        1000.00

     

    on the other hand for me as accountant I need to put in the invoice the material used to create that product, i.e the quantity of wood used, the paint, the hinges, locks and so on. 

    putting the items for the purpose of counting item cost.(attached invoice with materials used, and it's for accounting purpose) while I need to give the customer invoice with the descriptions of the main job done for him..(ie. 2 windows 150cm X 200cm 

                                                                 3 Doors 210cm X 85cm)

    I hope it's clear 

    Many thanks

     

     

    JasroV
    JasroV
    December 1, 2019

    Thanks for sharing with us the details, @Welayah.

     

    Also, I appreciate you for providing us a screenshot. Base on the information you'd shared, you'll need to use Inventory Assembly in QuickBooks Dekstop (QBDT). This way, you can focus on making the products that your customers love. Let me guide you how.

     

    In your QBDT:

    1. Go to the Edit menu.
    2. Select Preference.
    3. Select Items & Inventory, and choose the Company Preferences tab.
    4. Select Inventory and purchase orders are active.
    5. Select Warn if not enough inventory to sell and choose which type of warning you want to see.
    6. Select OK once you’re done.

    Here's an article you can read for more details: Track the Products you Manufacture.

     

    I've also added this article for reference in case you want to learn how to remove credit from an invoice: Remove or Unapply a Credit from an Invoice or Bill.

     

    As always, if you have other concerns or questions, don't hesitate to reach out to us. We're always here to help.

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