Overview
A submitted purchase order can be converted to a bill, and a bill can be converted back to a purchase order, without losing the line items, supplier, contact details, or any other data. This is useful when an order's intended purpose changes, such as when goods have arrived and the order is ready to be marked for payment.
👥 Access permissions
Only users with permission to access Purchasing can create or edit orders. Review user roles before granting access.
📍 Location in the app
Purchasing>Purchase Orders> select a purchase order >OptionsPurchasing>Suppliers> select a supplier > select an order >Options
Convert a Purchase Order to a Bill
Converting a purchase order to a bill signals to the team that the order is ready to be paid.
Open the purchase order.
Go to
Options>Convert to Bill.Set the bill date.
Click Convert to Bill.
📝 Notes
When an accounting integration is connected, the corresponding purchase order is updated in the accounting package to reflect the Billed status.
Sending new bills to the accounting package can be enabled or disabled via
Settings>Integrations. This option is disabled by default.
Convert a Bill to a Purchase Order
Converting a bill back to a purchase order is useful when payment isn't yet ready and the order should sit in Submitted status instead.
Open the bill.
Go to
Options>Convert to Purchase Order.Confirm in the pop-up.
📝 Notes
When an accounting integration is connected, the corresponding bill is updated in the accounting package to reflect the Billed status.
Sending new bills to the accounting package can be enabled or disabled via
Settings>Integrations. This option is disabled by default.