If the invoice is created at a later date, will Connex close the sales order?

Connex will close sales orders regardless of when the invoice is created

Connex copies the sales order to make an invoice. Connex will associate the payment made with the sales order to the invoice, so it has a $0 balance.

If my payment is missing and the sales order exist, you can delete the sales order and resync. You can also change your mode:

1. Login to Connex.
2. Click Settings under Selling Channels.
3. Click Orders to Quickbooks > Transaction Types
4. Choose Sales Orders, no Invoices, Payments if paid.
5. Click Save Settings.
6. Click Dashboard.
7. Click Manual Sync.
8. Resync your sales by date or order number.

How does the invoice number map?

Connex will map the sales order number to the invoice number. If you want to use the next number from QuickBooks, follow these steps:

1. In Connex, go to settings > orders to accounting > transaction type.
2. Select use next number.
3. On the sales order, enter the order number into the memo field. The sales order number and memo must be the same.
4. Connex will create an invoice using the next number from QuickBooks: