Can’t Convert from Sales Order to Invoice After Update to Sage 2019 Edition

Convert From Sales Order to Invoice After Update to Sage 2019

Upgrading to the higher version surely gives you the quality service and it also enhanced the working experience. On the other side, you might also get some issues such as some features may not work as you can’t convert from sales order to Invoice after update to Sage 2019 edition.

If you are also one of them who updated to Sage 2019 and you are facing any issues while converting sales order to invoice then this article is helpful for you. Proceeding further you understand the steps to convert a file from a sale order to a sales invoice and to convert a sales quote into a sales invoice.

Prior to Converting the File from Sales Order to Invoices

  • In the Homepage, click to Settings on the Setup menu.
  • Select Company and then click Features on the window’s left side page
  • Choose the Orders for Vendors and Customers option
  • Click OK.

 To Convert File from a Sales Order to Sales Invoice

  1. Create a fresh sales order
  2. In the Quote / Order Number box, click on the search tab
  3. In the Show section, choose Orders to show all accessible transactions (Optional)
  4. If there are many recent transactions in the list, choose a sort order in the View quote or orders by list (Optional)
  5. Choose the transaction you wish to convert and click OK
  6. Click on the Convert button and click Convert Sales Order to Invoice.
  7. Type the no. of items in the quality column you are selling. To fill up the items on the order, select the toolbar

Note: If you are partly filling the order and wish to cancel the previous order for any leftover items, select the toolbar.

  1. If the customer or vendor is paying the invoice by credit card and set up a merchant account, hit on the button Process Credit Card button to receive permission for the payment. (Optional)

Note: If the sales invoice has been prepaid already with a credit card, modify the Payment Method to non-credit card payment.

  1. Click to Print Process or Process

 To Convert a Sales Quote into a Sales Invoice

  1. Create a fresh sales quote
  2. In the Quote Number box, click on the search tab
  3. In the Show section, choose Orders and Quotes to show all accessible transactions (Optional)
  4. If there are many recent transactions in the list, choose a sort quote in the View quote by list (Optional)
  5. Choose the transaction you wish to convert and click OK
  6. Click on the Convert button and click Convert Sales Quote to Invoice.
  7. Type the no. of items in the quality column you are selling. To fill up the items on the Quote, select the toolbar
  8. If the customer or vendor is paying the invoice from Quote by credit card and set up a merchant account, hit on the button Process Credit Card button to receive permission for the payment. (Optional)
  9. Click to Print Process or Process

Winding-Up

Performing any wrong step may lead you to data loss. To avoid data if you face a problem dial Sage 50 customer support number and get the resolutions from the Sage experts. The helpline is available 365 days to sort out your all Sage related queries and concerns. Sage professionals are dedicated and have the adequate experience to solve your issues with quality and that too in time limits. You can also email at support@accountingadvice.co or visit www.accountingadvice.co and perform the Sage 50 live chat with the Sage advisors to get your answers.


Frequently Asked Questions for Fix Can’t Convert from Sales Order to Invoice After Update to Sage 2019

Q. What is the “can’t convert Sales order to invoice after update to Sage 2019 edition” error?

Ans. This is one of the most common errors which generally happens when you update to Sage 2019. In this error, the user is unable to convert Sales order to Invoice.

Q. How to create new sales quotes?

Ans. Open the sage application after that go to the sales option >>> click Quotes and estimates and click new quote to create a new sales quote.

Q. What are the modes of getting in touch with the Sage team?

You can contact the experts anytime 24*7, either you can dial , email at support@accountingadvice.co or visit www.accountingadvice.co and live chat with the Sage technicians to get an immediate response.

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