Business Office: Generate Invoice from a PO

Instead of re-entering information when invoiced, the detail from POs can generate an invoice to save time.

  1. Before a PO can be pulled into a invoice, it must be in Open status. (To move a PO from Batch to Open, use this process)
  2. To start a new invoice go to the menu (), then Accounts Payable, then Invoice.
  3. Click Add Invoice
  4. Select an Invoice Group
  5. Click the Purchase Order drop down then click Select next to the appropriate PO.
  6. Select a Bank Account
  7. Click Save & Add Detail
  8. On the next screen check the box under On Invoice to select all the PO lines to add to the invoice.
  9. Click Save & Back