Ideas to Impact Conference: May 28-31, 2019

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Before creating an invoice from a purchase order, you must receive and post the purchase order in the Purchase Orders module.

You can create an invoice from an existing purchase order using one of two options: the Create from PO option or the Add Invoice option.

 To create an invoice from a purchase order using the Create from PO option
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Payable Invoices and click Go .
  3. Click Create From PO.
  4. Select the purchase order for which you want to create invoices. You may need to select All Users or All Periods to find the purchase order.
  5. Click Create Invoice.
  6. When the confirmation message displays, click Yes.
  7. When the invoice's details display in the Add Invoice window, make any necessary edits, then click Ok to create the invoice.
 To create an invoice from a purchase order using the Add Invoice option
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Payable Invoices and click Go .
  3. Click Add/Edit Invoices.
  4. Click Add.
  5. Click Select Purchase Order .
  6. Select the purchase order for which you want to create the invoice. You may need to select All Users or All Periods to find the purchase order.
  7. Click Ok.
  8. When the invoice's details display in the Add Invoice window, make any necessary edits, then click Ok to create the invoice.