Copy Sales Quote to Sales Invoice

1

Hi I noticed when converting from Sales Quote to Sales Invoice, the GL Account has to be manually entered. This makes sense, since the GL Account is not chosen at the time of creating the Sales Quote. However, I have noticed myself forgetting to enter the GL Account Code once converting/copying to Sales Invoice. Is there a way we can maybe input some sort of reminder to select the code or maybe, set a default GL Code like Unallocated Revenue so that it appears in the Profit and Loss statement and one can pickup any invoices with unallocated/no GL Account?

Kind regards,
Sgarri

2

Hello @sgarri,

You can have the account automatically populated on your invoices if you use Inventory Items or Non-inventory Items in your Sales Quote lines.

See these guides for details:

3

Hi @Ealfardan

Thanks for the help! I created a “Sales” non-inventory item and linked it to my GL Account for Sales. Then I went back to sales quote, and under Form Defaults, selected the Item as the non-inventory item “Sales” I just created. Thanks again

Regards,

Sgarri

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