Purchase order To Invoice

Create Invoice from Purchase Order

These invoices are created with reference to a Purchase Order submitted by the buyer.

Before proceeding, please note that only the supplier can create an invoice from a PO.

1. Whenever a PO is submitted by a buyer, the supplier will receive a notification for the PO received and the PO will be shown in the listing of Purchase Order section with the status “New”.

• Click on the PO number and the PO screen will open.

• From there, hover on the right side of the 3 dots icon. From there, the user can Accept / reject the Purchase order. If accepted , the same 3 dots icon will show an option to create an invoice. Please note, the option to create an invoice will appear only if the PO has been accepted.

• After clicking on “Create invoice” , the user will be directed to the invoice screen and all the data of supplier, buyer and line items will be auto filled on the invoice screen.

• After the user verifies data, he can make changes in the invoice in those fields that are editable that include Discount, Cess % , Quantity. The supplier can also delete line items if needed however new items can not be added.

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Now after verifying all the details and amounts, the supplier can submit the invoice and it will be visible to the buyer in the listing.