Create Invoice from PO

In addition to starting an Invoice by inputting all details, it is possible to create a Merchandise Invoice directly from one or more POs, using the PO data to default to the invoice:

1. From the side menu, choose Procure to Pay.
2. In the Purchase Orders tab, select the POs to be invoiced.
3. Click Create Invoice.
4. In the Create Invoice dialog box, enter the Document ID and Document Date. Then click Create.
5. In Create or Edit Document, review that all the data is correct.
6. If available, upload an attachment (for example, PDF) containing the Invoice from the supplier.
7. If necessary, the user can edit the Invoice Quantity and Invoice Cost.
8. Click Submit.