Filter Fulfill Orders Page to show only Sales Orders that are being Converted to Either Invoices Only or Cash Sales Only

To filter the Fulfill Sales Orders page to display only Sales orders that will be converted to either Invoices or Cash Sales only, the page needs to be customized. To do this, follow the steps below:

1. Navigate to Transactions > Sales > Fulfill Orders.
2. On the Fulfill Orders page > Click on Customize button to customize the Sublist.
3. Navigate to Additional Filters tab.
4. Mark the check boxes for Payment Method and Terms.
5. Save the Sublist.
6. Filters for Payment Method and Terms will now appear on the Fulfill Orders page.
7. To display only those sales orders that are to be converted to Invoices > Set Payment Method filter to None.
8. To display only those sales orders that are to be converted to Cash Sales > Set Terms filter to None or you can choose a Payment Method to filter but you can only select one Payment method at a time.

Note: Sales orders which have Payment Methods selected on under Billing tab will be converted to cash sales while sales orders which have Terms will be converted to invoices instead. If the sales order does not have any Payment Method or Terms, it will create an Invoice.