TransferSOtoInvoice

Bulk Transfer of Sales Orders to Invoices solution will help any QuickBooks-enabled business that processes large numbers of sales orders every day to get greater control of the invoicing process, increase productivity, and reduce errors when compared to the QuickBooks one-at-a-time invoicing procedure.

Key Features

• Increase productivity by bulk transfer of sales orders compared to QuickBooks one-at-a-time procedure.
• Dramatically cut invoice processing time.
• Avoid error associated by eliminating manual steps.
• Flexible criteria: Select sales orders by customer name, date ranges, ship via or list of sales orders from multiple systems such as ecommerce orders.
• Avoid duplication by validating sales orders prior to import.
• Flexible invoice numbering: Map to sales order numbers, use the QuickBooks default sequence or set your own sequence.
• Review progress with import status report.
• Close imported sales orders automatically and link to invoices.
• Ideal for distributors, manufacturers, ecommerce, or any company with a large number of daily sales orders.

Key Benefits

• Increase productivity and dramatically cut invoice processing time compared to QuickBooks one-at-a-time sales order to invoicing procedure.
• Flexible criteria: bulk transfer sales orders based on customer name, date ranges, ship via or consolidate a list of sales orders from multiple systems.
• Take control of invoice numbering: match the sales order number, use QuickBooks default numbering sequence, or set your own sequence.