There are 2 ways to create an invoice from a PO;
- From the task details page
- From the job details page
Either way, the button is located in the PO section on the right hand side;
- After clicking on the button as per above to add an invoice from PO you will have an invoice that you can edit and save or send as is
- The PO Ref will be populated with the PO reference number, this is editable
- The invoice lines will be populated with the PO lines, these are editable
- At this point you can click Send and issue the invoice or if you have made changes you'll need to click Save first.
