Convert multiple order invoices to open invoices

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Convert multiple order invoices to open invoices

Hello, 

 

Is there a way where I could convert multiple sales order invoices to open invoices?

 

The process of converting one invoice at a time is very time-consuming. 

 

Thank you. 

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MYOB Moderator
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Re: Convert multiple order invoices to open invoices

Hi @Gemes,

 

Yes, you can convert multiple orders to an invoice by doing the following:

  • Click the ‘To Do List’ from the command centre.
  • Click on the Sales Orders tab which will display all your orders.
  • Select the orders you would like to convert to invoices by clicking on the select column on the right hand side.
  • Then you need to click on ‘Record as Actual’. A window will appear, requiring you to enter a date for the selected transactions. This is the date that the transactions will be recorded in your company file.
  • Once you enter the transaction date, click Ok.

Please let us know how you go with this.

Cheers,
Melisa

MYOB Community Support

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Contributing User
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Re: Convert multiple order invoices to open invoices

Hi @Melisa

 

Thank you for your reply. 

 

I did come across this solution earlier. 

 

However, the order invoices have their own respective dates. 

 

If I do convert the order invoices to open invoices as according to your prescribed solution, I fear that the converted invoices will be all under one date i.e. the transaction date. 

 

Is there a way that I could keep the dates as according to the original dates seen on the order invoices?

 

Thank you. 

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Re: Convert multiple order invoices to open invoices

Hi @Gemes

 

Thank you for getting back to us. 

 

In order to do this you would need to select the particlar orders seperately within the 'to do list' and record the orders on the desired date you would like them to be recorded and converted into an invoice within your company file. 

The 'To do list' does not have the ability to change the orders to invoices accordingly to the orders original date, there needs to be a date selected.  

Cheers,
Melisa

MYOB Community Support

Online Help| Forum Search| my.MYOB| Download Page

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