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Creating a Invoice from a Purchase Order

Idea suggested by Rachel Broadist 8 months ago

Is there anyway of implementing a way of showing if a purchase order has been created as a bill or if the purchase order has only been part invoiced?

At the moment we use a lot of purchase orders for several jobs, but there is noway of seeing what has /hasn't been invoiced and also if it has been fully or part invoiced. A concern is that some of our suppliers will send numerous invoices for the same job as items may be on backorder etc, but when I come to raise the Invoice all the items come up each time - is there anyway of the items that have already been invoiced not appearing?

Is this something that could be implemented within ClearBooks?

Many thanks

1 Reply

Hi Rachel,

You can see whether or not a bill has been created from a purchase order by the symbols in the Status column of the Purchase orders page. If a bill has not been created from a Purchase order, the symbol will be black with a cross saying, 'Bill not created yet'. If a bill has been created, the symbol will turn blue with a magnifying glass saying, 'Bill created'. The actual bill will also contain the purchase order number.

Both billed and non-billed purchase orders will display in the Complete toggle and can only be differentiated by checking the status symbols. I can put your suggestion forward for consideration!

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