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.
- 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)
- To start a new invoice go to the menu (), then Accounts Payable, then Invoice.
- Click Add Invoice
- Select an Invoice Group
- Click the Purchase Order drop down then click Select next to the appropriate PO.
- Select a Bank Account
- Click Save & Add Detail
- On the next screen check the box under On Invoice to select all the PO lines to add to the invoice.
- Click Save & Back