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Open_4_Business
June 30, 2023
Question

Custom Field data missing when auto creating an Invoice from a Sales Order.

  • June 30, 2023
  • 1 reply
  • 0 views

Is it true that NO Item Custom Fields data will be included when converting a Sales Order into an Invoice or Purchase order?

This is ludicrous, we use UPC as an example Custom Field in all of our products. When entering a Sales Order, obviously the Custom Field UPC populate the SO, but when converting this SO into an Invoice via "Create Invoice" none of the Item Custom Fields data (UPC) populates the newly created Invoice.  We have to manually enter the Invoice if we want the Custom Fields to populate. Please help or advise.

1 reply

Q
QueenC
June 30, 2023

Hello there, @Open_4_Business.

 

Thanks for relaying your concern here in as detail as possible and providing a screenshot. It allowed me to have a visualization of your scenario and provide you with an appropriate solution.

 

I've replicated your situation here on my end and got the same results as yours. This means that the system is working as designed where when using a specific Custom Template on Sales Orders, the fields that we've added won't be carried out when we convert it into an Invoice. I can see how you would want this option to be available as this will save some of your time.

 

With this, you can send a request for this feature to our Product Developers so they can consider adding it in future updates. They're dedicated to helping you experience the best of QuickBooks. 

 

Here's how:

 

  1. Go to the Help menu and select Send Feedback Online.
  2. Click Product Suggestion.
  3. Choose a feedback type and product area on the QuickBooks Feedback window.
  4. Enter your suggestion or feedback, name, and email address (optional).
  5. Select the Send Feedback Online.

 

As a workaround, you can consider creating another Custom Template for your Invoice with the same fields that you've included in your Sales Orders. This way, you can just select the created template every time you create an invoice. You just have to click on the Template dropdown and select it. 

 

Additionally, creating an invoice is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, see Accounts Receivable workflows.

 

Drop a reply anytime if you need further assistance managing your Sales Orders and Invoices in QuickBooks Desktop. I'll be here to assist you further. Take care and have a nice day ahead.

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