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Create an Invoice from Purchase Order to Export

This article will walk you through the steps to create an invoice from a Purchase Order on the Docketbook website then Export to a PDF or CSV file.

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" 

Approve and Finish

7. You will then be able to click the 3 dots next to the Send button and select "Export"

Export invoice

8. From here, you can choose to export the Invoice in PDF or CSV and if you want the layout to be Individual by Docket or Summary by Resource. Once chosen you simply click "Export"

Export 2

If you have any further questions, please contact support@docketbook.com.au