The context menu option will only be available for the Invoices document type.

To convert invoice(s) to order(s):

  1. Select the Invoices document type.
  2. Select the document(s) to convert.
  3. Right-click and select Documents → Convert invoice to order option on the context menu. A confirmation message is displayed:

Do you wish to continue?

  1. Click on the Yes button to continue. The "Creditor accounts" screen is displayed:

  1. Select the creditor (supplier / vendor) account and click on the Open or OK button.
  2. The Order(s) will be available as "Unposted" if the "Orders" document type is selected.

Edit orders converted from invoices

You need to check and edit the following, if needed:

  • Date - The system date will by default be displayed. You may edit it, if necessary. 
  • Delivery address - The delivery address of the debtor (customer / client) account will be copied. The delivery address of the debtor (customer / client) account will print on document layout files and delivery notes.. 
  • Contact person - The contactperson will be available on the list for the selected creditor (supplier / vendor) account.In the postal address field the contact person of the creditor (supplier / vendor) will be displayed and in the Delivery address the contact person of the debtor (customer / client) will be displayed.
  • Message - The Invoice message line 1 field content will automatically be inserted after the Order message line 1 field.
  • Amounts - The purchase (cost) prices will replace the selling prices. You may need to edit the purchase (cost) prices, if necessary. 
  • Tax - The output tax (VAT/GST/Sales tax) on the Invoice is converted to input tax (VAT/GST/Sales tax) on the order.

Comments and remarks

The comments and remarks, if added in the source invoice will be included in the converted order. You may need to check and edit these, if necessary.

This is important if specific information for the stock item (such as, for example, series or serial numbers, etc.) may not be applicable in the converted order.