We issue Purchase Orders, and once the items and prices are agreed with the supplier, we then create a Purchase Invoice.
At present, we can find no way to convert the Purchase Order into a Purchase Invoice, so it means creating a blank Purchase Invoice for that supplier and then re-inputting most of the information almost always without alteration from the original Purchase Order.
It would be a useful feature to have some button or something to convert a Purchase Order to a Purchase Invoice - unless it's already a feature and I can't find it. I've been on the main Help pages, but Purchase Orders are not in the listings under suppliers.
Hi David,
To convert a purchase order to a purchase invoice, go to the Purchase Invoices list and right-click the purchase order, then select 'Copy To Invoice'.
Clearly we need to make this more obvious!
Regards
