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How do I convert a Purchase Order to an Invoice?


Instruction

There are two methods of converting a Purchase Order into an Invoice

1.  Accounting > Purchase Orders

     Click to open an Approved Purchase Order.
     Click the Convert To Invoice button at the bottom.

 

2.  Click the New Invoice icon on the Effeciency Icons   

     Select > Vendor

     A red message (upper left) will let you know approved PO's exist.

     Select > Add to pull up all the approved purchase orders for that vendor

     Select the PO desired by checking the toggle box

     Click > OK  Add the invoice number and correct dates

     Save 

     NOTE: You can add multiple PO’s to an invoice!

 

NOTE: Purchase Orders do not impact the General Ledger, however you can run a Budget Variance report that will show Purchase Orders (if desired).
 

NEED MORE HELP? WATCH THIS VIDEO

Video too small? Click the Full Screen link on the lower right of the video!

 

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To [action] you need permission to [name of permission]. To do this go to Admin > User >  (Select User) > Change Permissions > [Settings Category] > [Name of Setting]

In order to [action], you need to [Description of Setting]. Click here to read how to set that up.

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