Flip an Invoice from a PO

To access this page, select the Orders tab > Open POs. Then click the link in the PO # column to open an order. Click the Create Invoice button and choose from Step 1, From a PO.

To view the Invoice tab, Invoice Status bar, or create invoices from a purchase order, the Collector user must have Create/Edit Invoices permission added to their role. See the Collector Administrator if you do not have these permissions.

The following table describes the Create Invoice from a PO fields.

Field Name	Description
Choose which type of invoice to create drop-down list	Lists the invoice types. Select From a PO.
Select the Bill to Agency	Select your agency.
Enter the PO #	Enter the PO number from which to create an invoice.

Field Name

Description

Choose which type of invoice to create drop-down list

Lists the invoice types. Select From a PO.

Select the Bill to Agency

Select your agency.

Enter the PO #

Enter the PO number from which to create an invoice.

Flip a PO to an Invoice/Credit Memo

Vendors can easily convert a PO into an invoice by opening the PO and clicking Create Invoice or Create Credit Memo.

All the line items from the PO are available on the invoice or credit memo. Enter an invoice number in the Invoice Number field. This is required. Select the line items that you want to invoice and the quantities. The line items are editable when you select them.

When you are finished creating the invoice or credit memo, click Submit. You can view the invoice on the Invoices Pending Submission page.