Automated Invoices in Quickbooks Desktop

How to create invoices in Quickbooks as a byproduct of other activities inside of BlueTrace.

There are two ways to have invoices automatically generated inside of Quickbooks Desktop:

  1. Create a sales order, then allocate inventory to that customer
  2. Allocate inventory to a customer and auto-create a sales order & invoice

Sales Orders

First, capture a sales order for a customer in the BlueTrace web application.

You may have many customer orders to fulfill on a given day. When your team uses the BlueTrace mobile app on an iPad or iPhone to allocate inventory to the customer order, an invoice is auto-created. 

Watch this video overview below:

Invoices are updated when:

  • Prices change on the sales order
  • Packed/Shipped quantities are updated in the mobile app
  • New items are packed/shipped in the mobile app

Invoices are no longer updated when: The sales order is closed.

Shipping/Packing Orders in the Mobile App

  1. Starting in the BlueTrace mobile app, select a customer, pick lots, and then toggle "On" that you want to create a sales order.
  2. Enter a price for each lot. 
  3. When you hit save, a sales order will be created as will an invoice. 
  4. If you add to the order in the mobile app, the invoice will be updated, but the sales order will not.

Here's a quick demo of this capability: