Sales - Add customer purchase order and issue invoice from it
Sales - how to add customer purchase order received in Xero and issue invoice from that purchase order. This way it will be easier to track PO received from customer vis a vis the invoices issued.
Sumit Handa
shared this idea
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James Barr
commented
Large customers always issue a PO and it would be ideal to track it within Xero — assign line items on Invoices to specific POs, track and report on the remaining balance. Please!
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Matt Gleeson
commented
unless i am missing something in the help files. Many larger organisations will not spend money without a purchase order, how can one create an invoice with a purchase order.
The events are create / send a quote - receive purchase order - create invoice with purchase order number -
Tradie Air Supplies
commented
Is it me or has anyone else noticed that when you copy from a purchase order to an invoice, it no longer changes the prices to sell prices but leaves them as buy prices??
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David Black
commented
This is a fundamental business need - really disappointed Xero does not do this out of the box & clients are having to request fundamental business accounting functions from premium accounting software
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Deb Wood
commented
Use the Purchase Order as a Delivery Note and Copy to a Sales invoice
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Christine Pamflett
commented
Most of our customers are large organisations and will not spend money without submitting a purchase order. There is currently no facility within Xero to save a customer's Purchase Order and then turn it into an invoice. This would make my invoicing accounting so much easier.