One very important job in any business is to convert the purchase order into an invoice or bill. The accounting software’s do provide this feature to make things easier for all kind of businesses whether small or big. However, there are certain steps involved in the process which must be followed to generate the invoice properly. If you are not aware of these steps, you can read the information given below and you would know the entire process.
There are two options that appear when you work on the tabs related to the purchase order.
- One option lets you convert your purchase order to a bill.
- Using the other option, you can add a purchase order to an expense.
Once you have prepared the purchase order and no feel ready to create the bill, you should follow the steps given below. You would be able to convert the purchase order to a bill and then to pay the bill.
Step 1: The first step for you is to pull up the vendor name. This way you would be able to find your list of transactions and locate the purchase order that you wish to change.
Step 2: Now, look at the right side of the screen and click the drop-down arrow next to the word Send.
Step 3: Select Copy to Bill. This would help you create the Linked Bill.
Step 4: You would find that the items have been transferred over to the bill exactly as they were on the purchase order. You would get to get to notice this because of the link symbol present next to each of the items. You would know that a linked transaction added them.
Step 5: The final step in this process is Print. After you have converted the purchase order into a bill, you will get the option to print. You can print the bill if you want.
Components of Linked Bill
The bill would have components such as Qty, Rate, Amount, Billable, MarkUp, Sales Amt, Tax, Customer, Class etc.
Scope of Services
The entire process of converting a purchase order to an invoice is quite simple in QuickBooks. We are sure that following the above-given steps you would have faced no problem with this process. The interface is simple and user-friendly. However, in case of any issues, at any step, do not feel anxious. We have our QuickBooks ProAdvisor Support experts who can help you any time of the day. We are available 24×7 throughout the year. Feel free to call QuickBooks Technical Support Toll-free number ✆+1-800-796-0471. Our dedicated and expert team would feel glad to provide you with any kind of help.