How to Convert a Purchase Order into a Purchase Invoice (New Vers.)

How to Convert a Purchase Order into a Purchase Invoice (New Vers.)

Easily convert a purchase order into a purchase invoice to streamline your billing process and keep your records accurate.

1. Click on Purchase Orders

2. Choose a purchase order to convert into a purchase invoice

3. Click on the three-dot menu

4. Click on Convert

5. Select the items to convert

6. Click on Confirm

7. Edit the new purchase invoice if preferred

8. Click on Save

9. The Purchase Order will be converted and displayed as a Purchase Invoice

10. In Purchase Invoices, select the invoice that was converted from Purchase Order

11. Click on Reference Link

12. You can see which purchase order it has been converted from

13. In Purchase Orders, select the order that you have converted into a Purchase Invoice

14. Click on Reference Link

15. You can see which purchase invoice it has been converted to

16. In Purchase Orders, select the settings button

17. In the status menu, click on 'Unconverted' to filter purchase orders that have not been converted into a purchase invoice.

18. Click on 'Converted' to filter purchase orders that have been converted into purchase invoices