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Create an Invoice from Purchase Order

This article will walk you through the steps to create an invoice from a Purchase Order on the Docketbook website.

1. Select Claims/Invoice, click Receivable. Then select "New Claim/Invoice"

Step 1-3

2. From there, you'll be asked how you'd like to construct your invoice where you can select "Order"

2-2

3. Then click on the Purchase Order you want to invoice and select "Next"

Order-1

4. From here, you can filter the Dockets you want invoiced by date range, docket status and only uninvoiced Dockets. Once all of this is correct, click "Next"

Filters

5. You will then select "One invoice per Order"

Claim

6. You will then have a draft view of how your invoice looks. You can still make changes as you see fit. If it looks correct, you simply click "Approve and Finish" and you'll then be able to select "Send"

Approve and Finish

Send-1

If you need any help or have any questions, you can email support@docketbook.com.au