Hey everyone, is there a way to link sales orders to invoices just like how POs can link to bills?
l
Luis
06/24/2020, 10:12 PM
Start creating an SO then generate an invoice from thereon. Although creating an invoice first and then associate a sales order won't work at least in the UI.
a
AK
06/24/2020, 10:13 PM
Hm I was wondering if there was a way to see in related records or something to link back to the original SO when viewing a invoice
AK
06/24/2020, 10:13 PM
Or vice versa
r
rsm_ryan_meyer
06/24/2020, 10:23 PM
It's possible the field may be hidden on your form, but an invoice should have a Created From value that links back to the SO if the invoice was created from an SO. It won't have that field filled in if it's a standalone invoice.
Similarly, on the Related Records subtab of an SO, you should be able to see invoices created from it.
l
Luis
06/24/2020, 11:38 PM
Oh okay. I agree with @rsm_ryan_meyer. The Created From field is hidden or your invoice is standalone if that's empty.
a
AK
06/25/2020, 12:22 AM
thank you both for the replies! of course I should have checked if those values were there.. they were both hidden for some reason. thanks again!