When generating an Open Sales Orders Report can I show Cash Sales Orders as open if they are not completed but have been invoiced?
Hi @KayF
No - "Open" Sales Orders refers specifically to SOs that haven't been invoiced!
I'd recommend creating your own report via Find instead, where you can Filter for the relevant conditions that you want 😊
The sales orders will remain open if I generate the invoice from the quote instead of the sales order. I just need to close the sales order when the work is completed.
That’s because the linked process order is Estimate > Sales Order (SO) > Tax Invoice.
If using SOs, you need to create the SO from the Estimate in order for the system to recognise the link 😬
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