Welcome to Portal
I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status remains "Confirmed" instead of changing to "Closed."
I use Sales Orders because it is a customized work, allowing me to record when I received the order and its delivery date. I mark the bill as billable since I am subcontracting the work, enabling me to add the markup directly in the bill and seamlessly include it while invoicing.
My apologies for not explaining my workflow clearly earlier. Thanks for your input! Here’s my workflow properly outlined:
I’m considering mentioning the customer on the Bill but marking it as Non-Billable instead. Would this be the right approach?
Subscribe to receive notifications from this topic.
Note: This works only in case of Goods items.