dpto Newbie

Thanks for the input on this. I figured it out. The issue ended up being our payment processor's custom payment method field was populated but not the native payment method field being used by the billing operations which was hidden. Once I started populating that, cash sales started being generated.

Ah disregard. I misread.

@Rhys Gottwald Was there any resolution on this? I want to start using the field, but I'm concerned about a similar thing happening.

@Shiela Marie Villaluz-Oracle I tested it, and it still generated an invoice with no terms and no payment method.

@Shiela Marie Villaluz-Oracle I'll try that, though looking at SO's that were part of the same billing operation where one became a cash sale and one became an invoice, they both had blank terms and the same payment method (Shopify Payments).

Looking at a cash sale vs an invoice, both SO's used the same custom SO form. I don't notice anything really different.

This is the standard field that is in our inventory item record. I didn't add it and don't believe our implementation team added it… In the purchasing tab on the inventory item record, there is a section for vendor items. This is where there could be multiple vendors listed with separate part numbers. In the PO entry…