How to Reconnect a Sales Order to an Invoice in QuickBooks
To track items on backorder and inventory quantities both that are physically present and that are allocated to certain customers, QuickBooks allows you to track sales orders before you create invoices and ship items to your customers. To fulfill a sales order, you must connect it with the invoice or invoices for those items. Though you cannot connect an invoice to a sales order once the invoice has been created, you can delete and recreate the invoice attached to the sales order, and avoid charging your customer twice for the same items.
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Instructions
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Print the invoice you want to connect to a sales order. Click the "Edit" menu and choose the "Delete" option.
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Click the "Customer" menu and choose "Invoices." Choose the customer from the drop-down list at the top of the invoice form. A window opens with the available sales orders for that customer. Put check marks next to the ones you want to connect to the invoice and press the "OK" button. You may check as many sales orders as you need to connect to that invoice.
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Click the "Invoice" number field and delete the invoice number. Enter the invoice number from the one you printed. Change the date field to indicate the invoice date. Change any quantities to indicate the ones on the original invoice. If there are items on the sales orders not included on that invoice, enter a "0" as the quantity for those, keeping the sales orders open and allowing you to invoice those items later.
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Make any final adjustments to the amounts in the column labeled "Amounts." Add any discounts, taxes or other charges as reflected on the original invoice. Make sure the invoice on the computer reflects the one you printed exactly. Push the "Save & Close" button to save the invoice, now connected to the appropriate sales orders.
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Tips & Warnings
If you are creating an invoice that only connects to one sales order, you can open the sales order and click the button that says, "Create Invoice" and click the "Invoice" option. Make sure the invoice you make reflects the one you deleted exactly before you save it.
References
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