Hello,
For some reason not all my Sales Orders appear as invoiced under the “Invoiced” column.
After order has been fulfilled and invoiced to client, some appear in the column and some don’t. I follow the same steps for all the orders.
Any thought on why this is happening?
MG
You have not provided enough information to know what is happening, and no one can see your records. You would need to post screen shots of Edit screens of relevant sales orders and invoices. And have you read the Guide: Monitor sales order status | Manager?
Thank you for your prompt response.
Found the reason some appear invoiced and others not. If I do not include the Order Number on the Invoice or If I change it with the client’s PO number it will not appear as invoiced.
Is there another place I can input the client’s PO number on the invoice?
Thank you once again!
Marta
Put it in the summary level description field, or create a custom field specifically for that purpose.
A post was split to a new topic: Moving sales order to sales invoice