Reckin Hosted Link between Sales order and invoice

Robert_6962320

Is there a way we can link Sales orders to any invoices which have been generated from that sales order.

Acctd4

Hi Robert

Yes, when you create an Invoice, if there is are existing Sales Orders for that customer/job, it should prompt you:

Is this not happening ?

There's also the option of creating the Invoice from the SO directly:

Both of these methods "link" the Invoice to the SO & the SO will track the quantities invoiced v those still on "back order", with the Invoice also displaying this info for you:

SarahBox

Hi Shaz,

What about once you've done this and then you have an invoice.

Let's say a customer orders 100 items and we invoice 80 straight away and 20 later when they become available.

How can we tell by looking at the invoice (or Sales Order) which invoices correspond to which sales orders?

Sarah

Acctd4

Hi Sarah

There are a few options.

You can view this info from the SO by clicking on the History button along the top. This will show a list of all the linked invoices. It has the option to print this detail also 😊 :

You can also keep track via the Open Sales Orders by Item report (under the Reports dropdown menu > Sales):

Unfortunately, this can't be totalled/listed by Customer though as it's Inventory-based.

However, I think customising the Sales by Customer Detail report (also under the Reports dropdown menu > Sales) - to include the S.O. # column - might be the best option for what you're looking for:

I've customised this one (click on Modify Report) above by adding the SO # column (from the available columns list on the 1st Display tab) & renamed it (on the Header/Footer tab under Report Title). You can customise most reports extensively including changing date ranges, adding/removing columns, changing Filters, fonts & formatting etc. Once you have the report how you want it, you can Memorise it to generate it anytime with your retained customisation. If it's a report you want to access regularly, I'd suggest adding a 1-click Icon to your Icon bar for it too. This is also useful for other regularly-used windows & reports:

With the report/window that you want to add open, click on View along top toolbar & then on "Add ... to Icon Bar" in the dropdown menu. You'll be prompted to add an image icon & title - TIP: Keep it short so it doesn't take up too much of the icon bar space!: