Create Invoice from Purchase

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New Features > Create Invoice from Purchase

Create Invoice from Purchase

If you have purchased items or services for your customer and you now need to have a sales invoice for your customer, you can create an invoice directly from the purchase order or bill by using the action menu and click Create Invoice. A new sale window will appear allowing you to add the customer name and other details, however the body of the purchase order or bill will copy automatically into the new sale.

To create a sales invoice from an existing purchase order or bill

1	Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.

2	Locate and select:

n	an order—click the Orders tab and select the order you want to use.

n	a bill—click the Open Bills tab and select the bill you want to use.

3	Click the action menu button and select Create Invoice. The Sales window appears, with the new sales invoice displayed. The line items from the purchase order or bill are automatically transferred to the new sales invoice.

4	Enter a customer’s name in the Customer field. The customer’s address details appear in the Bill to field and the name of the customer for whom the quote or order has been created appears in the Journal Memo field.

5	Enter a purchase price for each item.

6	Make any changes you want to make. For example, you may want to change the transaction date to today’s date, or add items to the order.

7	Click Record. The new purchase order is created and the original sales quote or order remains in the Sales Register window.

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