RAVE allows you to create a Client Invoice from one or more purchase orders - details how, are noted below.
How to Create a Client Invoice from Multiple Purchase Orders
To Create a Client Invoice from the 'Purchase Order' sub-tab:
- Firstly go to the project's Purchase Order sub-tab
- Select the Purchase Orders you want to convert to a Client Invoice by clicking the checkboxes to the left of each purchase order line.
NOTE: You can not select a pending, or a canceled purchase order, only approved, or approved and sent purchase orders.
You will notice a Create Client Invoice modal will pop-up displaying
- The number of purchase orders selected
- A 'Create Client Invoice' button
Once all of the desired purchase orders have been selected, click the pop-up's 'Create Client Invoice' button
This will open the Add an Invoice screen, which sits in the Invoices Out sub-tab, where you can populate the invoice fields, upload any required files, add any instructions, and amend/add any line items.
- Once you have made all required changes, you can either click on SAVE AS DRAFT (to save for later), or click the APPROVE button to create the client invoice, notify accounts, and push a draft to Xero - if you have Xero connected.
You will then be taken back to your Invoices Out sub-tab, with your newly created Client Invoice listed.
- Clicking on the Client Invoice number will open the invoice, displaying all the invoice details - also listing each purchase order that made up this invoice, under the 'Associations' header.
