Learn how to create an invoice based on an existing purchase order.

1. On the Purchase Orders page, find the purchase order, then click the Create Invoice for PO icon.
2. Enter the invoice number in the Invoice # field.
   The invoice number must be unique and should follow your organization's numbering conventions.
3. If the Remit To, Invoice From, or Ship From addresses have not automatically been populated from the purchase order, click the Choose an Address icon, then click Choose in the Action column of the address' row.
4. In the Lines section, review the line items:
   1. Make sure that the order of the line items on the invoice matches the order of the line items on the purchase order.
   2. If a line item is for a product, make sure the quantity is correct. If a line item is for a service, make sure the amount is correct. You can edit these fields if necessary.
   3. To add a line item to the invoice, click Add Line, then enter the line item details.
   4. You can add line items from other purchase orders to the invoice.
   5. If the invoice includes line items that may be taxed at different rates, select Line Level Taxation.
5. Click Calculate Taxes.

   • If you did not select Line Level Taxation, the tax amount calculated by Global Tax Determination is displayed next to the calculator icon under the Tax field on the Totals & Taxes tab.

     

   • If you selected Line Level Taxation, the tax amounts calculated by Global Tax Determination are displayed next to the calculator icon in the Taxes section of each line item. The total line item tax amount is displayed next to the calculator icon on the Lines Tax Totals field in the Totals & Taxes summary section.

     
6. Click Submit.
   The GTD Tax and GTD Tax Rates custom fields are populated.