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Daniele Rosario

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  1. Link Sales Order to Invoice

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    0 comments  ·  Zoho Books » 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!

    Daniele Rosario shared this idea  · 

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