Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase orders as part of an approval process, providing greater control and oversight.
The purchase order feature is available exclusively on the Medium, Large, and Practice Edition plans (the latter is only accessible to accountants).
Purchase orders guide To convert a purchase order into a bill, go to the Purchases > Purchase Orders menu and click the ‘All’, 'Unbilled' or 'Approved' (if the purchase order approvals feature is enabled) tab.
Next, click the ‘Manage’ drop-down beside the relevant purchase order and select ‘Create Bill’.
Note: If the purchase order approvals feature is enabled and the purchase order has not been approved, will not be possible to convert it to a bill.
The details from the purchase order will automatically populate the bill form. You can enter the invoice number in the ‘Reference’ field, while the ‘Purchase Order Ref’ field will automatically display the purchase order number.
Click 'Save' to create the bill. The new bill will now appear under Purchases > Bills > Unpaid.
To view bills generated from a specific purchase order, click on the purchase order number from the 'Billed' tab on the Purchases > Purchase Orders menu.
