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Create one invoice from multiple Sales Orders

Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...

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Ignacio shared this idea  ·   ·  Report…  ·  Admin →
Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded  · 

Hi all,


The option to create an invoice by associating multiple Sales Orders is available. 


1) Create new Invoice > Chose the customer > Include Open Sales Order (below the item table) > Choose the sales orders to be converted into the invoice > Add.

2) Sales Order module > Bulk select the Sales Orders that you want to convert into an invoice > Bulk Actions > Convert to Invoice. 



Regards,

Zoho Books Team

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  • Lucy commented  ·   ·  Report

    when creating a new INVOICE the module *should* ask you if you want to "include x open Sales Orders" into a single Invoice

    This feature request is identical to when creating new bill, the BILLS module asks you if you want to "includes x open purchase orders" into the Bill.

  • Fabio commented  ·   ·  Report

    This would be brilliant! It would allow us having less document to deal with AND many accountant in Italy charge you on the number of invoice they have to handle.

  • Anonymous commented  ·   ·  Report

    Yes Same... this is important feature. I should have option to view sales orders when creating new invoice just like I can view invoices... Then I can select which sales orders to include in the invoice.

  • Anonymous commented  ·   ·  Report

    Absolutely agree. ZOHO team please make these future

  • AMIT commented  ·   ·  Report

    YES I ALSO NEED THIS, I HAVE THE SAME SITUATION.

  • P.Bandual commented  ·   ·  Report

    Its true, I have similar situation Zoho team should add option to take items from multiple Sales order to invoice,

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