If your business needs the flexibility to combine multiple sales orders into one invoice, QuickBooks Premier and QuickBooks Enterprise versions can handle it. (QuickBooks Pro does not offer the sales order feature at all).
There really is no button or menu command that says "combine multiple sales orders into an invoice", but once you see how it works, you'll see how easy it is.
Let's assume that you have a customer for which you have created two separate sales orders in your QuickBooks. It is now time to create an invoice, and the customer wants a consolidated invoice for both sales orders.
Rather than starting in the sales order screen and clicking the "Create Invoice" button at the top of the screen, you will start in the create invoice screen. Type in the name of your customer (for my example, my customer is Jenny Morgenthaler), and as soon as you do that, a window appears indicating that there are open sales orders on the account. It looks like this:
From here, simply pick and choose which sales orders you would like to combine into one invoice. I'll select both sales orders from the screen above by checking them (or clicking the "Select All" option), and the sales order details are then loaded into an invoice:
Note that this particular invoice format has a column that lists the sales order numbers that were combined. In this case, sales order #7001 and #7003 were consolidated into this invoice.
I hope you find this tip handy for those customers that prefer to have consolidated invoicing!
- What is a Sales Order and How Can It Help Your Business?
- QuickBooks Sales Orders - A Critical Tool for Service, Manufacturing and Distribution Businesses (PDF GuideBook)