How to Turn Multiple Orders Into One Invoice
Ask the Accountant…
Question: I have several sales orders for one client, but my client wants just one invoice. Can I do that in QB Premier?
Answer: Yes, you can.
When you are ready to create one invoice for multiple sales orders already created in Premier, go to "Create Invoices" on the Home Page and click it. On the Invoice screen, type the customer name and select it from the dropdown list.
You will then get a pop up showing all open sales orders for that customer. Select the ones you want to include on the Invoice > OK. Once selected, you will get another pop-up. Select “Create Invoice for All of the Sales Order(s)” > OK. With that, the sales orders you selected for this customer will be combined into one invoice.
Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor of 23 years. She advises ad specialty distributors about using QuickBooks Premier & Enterprise, and SAGE Online to save time, eliminate errors, and correctly account for your business. Her specialty is converting distributors from ProfitMaker, SmartBooks, OrderMaster, AIA, Proforma, and other accounting systems.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant".