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1 result found

  1. Link Sales Order to Invoice

    Sometimes it happens that an invoice gets created that should've been created from a Sales Order, but instead gets created "standalone".

    It would be nice to be able to link a sales order to an already existing invoice, maybe using the already present "Order Number" field

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    0 comments  ·  Invoices  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to link stand alone sales orders to invoices.

    Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.

    Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".

    When you select this option a link is established between this invoice and the corresponding sales order.

    Hope this helps.

    Good day!

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