• Go to Setup – Customization – Transaction Forms, click on the Edit link next to the Custom Sales Order Form. (OR)
  • Go to page Transactions – Sales – Enter Sales Order and select the Custom Sales Order Form, and click on customize link.
  • In Custom Transaction Form page, click on Linked Forms tab
    • If both Cash Sale and Invoice are listed under Type column, the custom sales order has been created from a Standard Sales Order Form. This can be billed either as Cash Sale or an Invoice.

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    • If only Cash Sale is listed, then the custom sales order has been created from a Standard Sales Order – Cash Sale Form. This can only be billed as a Cash Sale.
    • If only Invoice is listed, then the custom sales order has been created from a Standard Sales Order – Invoice Form. This can only be billed as an Invoice.

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