Overview
This guide explains how to convert a Purchase Order into a Bill in Moon Invoice. Follow the steps below to convert an existing Purchase Order into a Bill.
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Steps to Convert a Purchase Order to a Bill
Step 1: Open the Moon Invoice App
- Open the Moon Invoice application.
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Step 2: Open Purchase Orders
- Navigate to Purchases → Purchase Orders.
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Step 3: Select a Purchase Order
- Select the Purchase Order that you want to convert into a Bill.
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Step 4: Open the More Options Menu
- Click the More Options (⋮) icon in the top-right corner.
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Step 5: Convert the Purchase Order
- Click Convert to Bill.
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Important Notes
- Verify that you have selected the correct Purchase Order before converting it.
- Review the Purchase Order details before converting it into a Bill.
- The converted Bill can be edited if additional changes are required.
Note: Only keep the next point if you have verified this behavior in the application:
- All Purchase Order details and attachments are carried over to the Bill during conversion.
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Expected Result
The selected Purchase Order is successfully converted into a Bill.
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