Invoice Action

This article provides steps to Invoice a Receipt on a Purchase Order.

Jun 11, 2025
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Invoice Action

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Once a receipt has taken place on a PO that receipt can be Invoiced.

In order to invoice use the following steps:

Select Purchasing.
Select Purchase Orders or PO History.
Select a PO record.
Select Action.
Select Invoice.
Choose the Receipt number.
Enter in the necessary information.
Select OK.

Once every Receipt transaction (even transactions that were returned) has been Invoiced the PO status will change to Invoiced.

Note that the Invoice action availability is controlled via Role setup. If you are unable to access this action your site Administrator will need to adjust your Role setup.

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Invoice-Action

Invoice Action

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