ⓘ This article is for small businesses who use Xero
- If you purchase items after invoicing them, you can save time by generating the bill or purchase order from the sales invoice.
About copying invoices to bills or purchase orders
If you invoice your customers before you purchase the goods you're selling, you can copy the sales invoice to generate the bill or purchase order.
You can copy a single invoice, or multiple invoices. If you copy multiple invoices, Xero creates one bill or purchase order with all the items from the original invoices.
If the invoice includes inventory items, you can choose to use the default purchase settings for those items (price, description, account and tax rate) on the resulting bill or purchase order. If the invoice doesn't include inventory items, or you don't use this option, the details will be the same on the bill or purchase order as they are on the invoice.
Copy invoices to a bill or purchase order
- In the Business menu, select Invoices.
- Select the tab for the status of the invoices you want to copy. You can't copy from the list of all invoices.
- Select the checkbox next to each invoice you want to copy, then:
-
If invoice reminders are off, click Copy to.
-
If invoice reminders are on, click More, then select Copy to.
-
-
Select Bill or Purchase order and enter the name of the supplier.
-
If the invoice contains inventory items, select Use item details if set if you want the bill or purchase order to reflect the default purchase settings for those items.
-
Click Copy or Copy & merge.
-
Review and update the details if needed.
-
Click Save, Approve or Submit for approval.