How to move Purchase Orders/Sale Orders/Consignments to a different invoice

Table of Contents

• Purpose
• Steps

Purpose

To be able to remove a Purchase Order/Sale Order/Consignment from an invoice and add it to a different one. 

Steps

The below steps are the same if you are moving a Purchase Order, Sale Order or Consignment. In the below example, we will use a Purchase Order.

Remove the order from its existing invoice 

• Navigate to the order you wish to move.

• Select the Charges tab, and next to Assigned to Invoice, select the invoice reference hyperlink.

• Select the tab related to the order (for a Purchase Order, select the Purchase Orders tab).

 

• Use the select tick box option to select the relevant Purchase Order. 

•  Select the yellow Remove button. 

Add the order to the new invoice 

• Navigate to the relevant Invoice you would like to move the order to, More>Invoices.

• Select the relevant tab (for a Purchase Order, select the Purchase Order tab).

• Select +Add Purchase Orders.

•  Select the tick box against the orders you wish to add to the invoice.

•  Click +Add to selection. 

• The order will move into the section below. Click the select box again and then click Add Purchase Orders to Invoice. 

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• The order will now be on the new invoice.