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

After updating the latest version of Sage 2019 Edition, you would definitely experience the top-notch services and additional function. However, at times you might find difficulty in converting files from Sales order to sales invoice or Sales Quote to Sales Invoice. In such a situation, you simply need to follow the below-given step or directly contact Accounting Advice experts to avail top-notch services and guidance as per your need.

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

Avail advance Sage support!

Hopefully, now you are effortlessly able to convert file from sales order to invoice after updating to Sage 2019 Edition, after performing the steps above. If you still encounter issues in converting the file, connect with our certified professional at Sage 50 helpline number +1844-871-6289. They are readily accessible for round the clock to provide reliable solutions and guidelines. Also, drop a mail with your queries at support@accountingadvice.co or chat via Sage Live Chat to avail an instant response from our experts.

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