How to Convert a Purchase Order to a Bill in Tradify

Topic

When the goods are delivered by the supplier, you can easily turn the Purchase Order into a Bill(Supplier Invoice).

How to convert a Purchase Order into a Bill

Important Note: In order to copy a Purchase Order to a Bill, the Purchase Order must first be in an Approved State.

1. Go to your approved Purchase Order.
2. Select Copy to Bill in the bottom right corner.
   
   
   
   
3. You will receive a prompt asking if you would like to Mark purchase order as billed, enabling this updates the status of the Purchase Order from Approved to Billed.
   
   
   
   
   
4. Select OK to create your Bill.
5. Go to the Invoice No/Ref field and enter a name or order number for the Bill to be searched by.
   Note: This isn't a mandatory field. However, we highly recommend entering a name/number to identify your Bill by.
   
   
   
   
6. Select Approve to finish the bill.
   

Note: The approval step can be held back if the goods have been delivered without the physical invoice from the supplier. When the invoice is received at a later stage, the approval process can be performed then. The Bill will remain in a draft state until approved.

Additional information

See here for more info on Bills: How To Create a Bill in Tradify