Working with Invoices
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Working with Invoices

Creating an Invoice from a Purchase Order

  1. Go to Acquisitions menu > Receiving and Invoicing > Create Invoice.
  2. Select From PO, click Next.
    The Invoice Creation screen with From PO selected.
  3. Select the menu button to begin a search.
    The Select PO box includes a menu button to search for records.
  4. Select a search index, such as PO# or PO Line.
    The Select PO search index list.
  5. Click on a PO from the results list.
    Results screen for the select PO search.
  6. Click Save.
    The save button is in the top right corner of the screen.
  7. The Invoice Details screen opens; edit the details, such as the Invoice Number (defaults to the PO#).
    The invoice details screen; the invoice number may require editing.
  8. Go to the Invoice Lines tab to verify and edit contents.
    The invoice lines tab for the invoice includes line items from the PO.
  9. Save and Continue when you're ready.

Updated April 13, 2026.