Do I Have to Enter the Information Again?

Lisa Lookadoo — Tue, 26 May 2009 18:17:00 GMT

Are you sick and tired of the double work creating invoices for purchase orders? Instead of receipting the Purchase Order and then entering all of the information again on the invoice, you can create the invoice from the purchase order itself even if the purchase order is closed.

There are two choices when doing this:

Create the invoice for the total purchase order amount by selecting Purchase Order, Create Invoice for all Receipts from the menu bar of the Purchase Order.
Create an invoice for the each receipt by opening the Receipts tab on the Purchase Order and highlight the receipt line you want to invoice. Then, right click on the highlighted line and select Create Invoice. This creates an invoice for the one selected receipt.

Want to save more time? Set the system to prompt you to create the invoice when receipting POs. Simply select Tools, Options from the Accounts Payable menu bar. Then select the Records tab, highlight Receipt, mark the Prompt to create invoice for uninvoiced items checkbox. Click Apply and then OK. Now you’re ready to invoice the easy way.

Happy Invoicing!

The Ledger : purchase orders

Do I Have to Enter the Information Again?