Can’t Convert from Sales order to Invoice after Update to Sage 2019 Edition

Updated On: February 7, 2024 6:59 am

Having trouble converting a sales order to an invoice after updating to Sage 2019 edition. This could be caused by a variety of factors, such as a software bug, a configuration issue, or user error. Here are some steps that you can take to try to resolve the issue.

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.

Read More : How to Invoicing Your Customers Using Sage 50 Accounts

 To Convert File from a Sales order to Sales Invoice

• Create a fresh sales order
• In the Quote / Order Number box, click on the search tab
• In the Show section, choose Orders to show all accessible transactions (Optional)
• If there are many recent transactions in the list, choose a sort order in the View quote or orders by list (Optional)
• Choose the transaction you wish to convert and click OK
• Click on the Convert button and click Convert Sales Order to Invoice.
• 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.

• 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.

• Click to Print Process or Process

 To Convert a Sales Quote into a Sales Invoice

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

Fix can’t Convert from Sales order to Invoice after Update to Sage 2019 Edition

• Firstly confirm that you have the latest version of Sage 2019 installed. If not, try updating your software to the latest version to see if the issue has been resolved.
• Review the conversion settings for sales orders to invoices in Sage 2019. Ensure that all settings are properly configured to allow for the conversion to take place. If any settings are incorrect, adjust them as needed.
• Check the sales order and invoice data to ensure that there are no errors or missing information. Make sure that all required fields are filled out correctly, such as customer information, item details, and pricing information.
• Clear your browser cache and cookies and try converting the sales order to an invoice again. Sometimes, cached data can cause issues when converting sales orders to invoices.
• If you have any third-party plugins or extensions installed, try disabling them and see if the issue persists. Third-party plugins can sometimes conflict with Sage 2019 and cause issues.
• If none of the above steps resolve the issue, try reinstalling Sage 2019. This will ensure that all files and settings are reset to their default values, which may resolve any configuration or compatibility issues.

I hope that these troubleshooting steps help you resolve the issue with converting sales orders to invoices in Sage 2019.

Also Read : Transaction Manager for Sage 50 Service

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.

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