ⓘ This article is for small businesses who use Xero
Overview
- Copy a purchase order to a new invoice to on-charge a customer for goods or services you've ordered.
- You can copy a single purchase order or multiple purchase orders to create the new invoice.
What you need to know
If you've ordered items that you want to on-charge to a customer, you can copy the purchase order to an invoice.
You can copy multiple purchase orders and Xero creates one draft invoice with all line items from the original orders.
If the original purchase order contains an inventory item, check the unit price in the new invoice. Edit the unit price for the on-charged goods or add an inventory item with a unit price for on-charged goods. If you're not charging a mark-up, enter the same unit price as the purchase price.
Xero uses the sales unit price, not the purchase unit price, that's entered against the inventory item.
Copy a single purchase order
- In the Business menu, select Purchase orders.
- Select the relevant tab. You can’t copy from the list of all purchase orders.
- Find and open the purchase order you want to invoice.
- Click Options, then select Copy to.
- Select Invoice, then click Create draft.
- Complete the invoice fields, then save or approve the invoice.
Copy multiple purchase orders
- In the Business menu, select Purchases orders.
- Select the relevant tab. You can't copy from the list of all purchase orders.
- Select the checkbox for each purchase order you want to invoice.
- Click Copy to.
- Select Invoice, then click Create draft.
- Complete the invoice fields, then save or approve the invoice.