Can I link a sales order to an invoice?

LynPointon
LynPointon Member Posts: 5 Reckoner Reckoner
edited May 6 in Reckon Accounts (Desktop)

I created an invoice from Sales order then had to change the name on the invoice. Sales order is now not linked to invoice.

Is there a way to link SO to invoice or do I need to delete invoice and redo?

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 428 Reckon Staff Reckon Staff

    Hi @LynPointon

    Please check this out - Reckin Hosted Link between Sales order and invoice — Reckon Community. I hope this helps.

    Feel free to reach out if any concerns. Thank you!

    Regards

    Tanvi

  • LynPointon
    LynPointon Member Posts: 5 Reckoner Reckoner

    This doesn't help.

    Invoice has already been generated without sale order. How do i link SO to invoice?

    Do i need to delete current invoice and recreate from SO?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,908 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi @LynPointon

    Yes, unfortunately the “link” is the result of specifically generating from the source so you’ll need to delete & re-create it from the SO 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 428 Reckon Staff Reckon Staff

    Hi @LynPointon

    I have tested on my end and looks like there is no option to link the SO to already created invoice. However, possible to create an invoice from already created SO.

    In your case, you might have to delete the invoice and re-create it again, and through the Sales Order itself. Thank you!

    Regards

    Tanvi

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