QuickBooks® Inventory
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Invoice Number can now be the same as Sales Order Number
ACCTivate! keeps getting better and better

A recent enhancement to ACCTivate! (released in build 1196) provides the ability for ACCTivate! to automatically use the sales order number as the invoice number when processing invoices.

When appropriate, many companies find that this feature reduces some difficulties introduced from having to match different numbers for the sales order and the invoice created from that sales order. It can help aid in the organization of invoices for accounts payable as the customer now only has one number to remember from the beginning of the sales order.

Example:  A customer places an order for two widgets and three gizmos. The order is entered into the system as Sales Order number A1538T. After the order has been processed and shipped, the invoice is created using the same number as the order, number A1538T. There is no new invoice number introduced into the process.

If the order is split into different shipments and is invoiced in two parts, ACCTivate! automatically adds a numerical suffix to the end of the invoice number. Such that the second invoice is labeled number A1538T-2, the third becomes number A1538T-3 and so on.

How to Configure
Configuration is performed in the Configuration Manager. Select File > Configuration Manager. Then select the Sales Order folder and the Order Options sub-folder.

The new checkbox exists under the Order Processing Options section and is listed as Use Order Number as Invoice Number. Enter edit mode by clicking the edit button or by typing Ctrl-e. Check this box to turn on this feature. Click the save button or type Ctrl-s to save.

Now the feature is turned on and all new invoices will be created with the same invoice number as the sales number.

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