INVOICE's avatar
INVOICE
Cover User
12 years ago
Status:
Open

Sales/Purchases: Convert Bill to Invoice

 I would be very happy  if there was a way where Bills could be turned into Invoices as this would save a lot of time and data entry!  I am sure everyone using Myob would welcome this type of short cut. 

 

Regards,

Sue

 

"BILL TO INVOICE"

  • In the future would it be possible to make and invoice directly from a purchase order as we can from invoice to purchase order.  This would save a lot of time double entering data.

    • Geoff_'s avatar
      Geoff_
      Ultimate User

      Hi WendyMC

       

      Just a thought, how about memorising the Purchase Order?

    • Matthew_W's avatar
      Matthew_W
      MYOB Staff
      Status removed:
      New
      Thank you for your feedback Wendy, how exactly would you like this to work? As the current system will only bring this up if a Purchase Order is required for the sale to be created?
  • Hi All

     

    We currently purchase items from one company and sell this exact purchase to another customer. The purchases are item purchases and can have over 200 items on it (the items go into inventory). Currently we then have to re key all the items into a sales invoice, very time consuming. I want to be able to poulate a sales invoice with all the items already enterred on a purchase, saving us hours in keying. Anyone out there know how to do this. Cant believe this is not possible now so please make it happen ASAP.

     

    Thanks

    Bevan

     

    "Convert Purchase to a sales invoice"

    • Nic-acc-addons's avatar
      Nic-acc-addons
      Super User

      Hi Banz,

       

      While MYOB cannot do this at this time, there are many third-party developers that could automate this process for you.

       

      This is exactly the type of problem we specialise in.

       

      Feel free to contact me if you want to discuss this further.

    • Mike_James's avatar
      Mike_James
      Ultimate Cover User

      Would it help to create the sales order first then once that is written up, select Create PO, to create a purchase order?

    • Amanda21's avatar
      Amanda21
      Cover User

      Hi There

       

      Is it possible to have a button in the Purchase window to create it into a sale? 

       

      I am aware of the process;

      1.doing a order for a customer then,

      2. creating a purchase order from that customer order

       

      just would be more conveniant to convert the purchase straight over.

       

      Thanks

      Amanda

       

       

  • Status changed:
    New
    to
    Open
    Thanks for the great idea. We would love hear from the Community what you think about this. Please keep the votes and comments coming.
  • I agree with this.

     

    Often there is more than 1 bill that you will need to invoice for, you should be able to create an invoice based on all lines from bills a job number has been allocated to.  Including time billing to that job.

     

    This way, all the details you entered on the bill are already there, much less time wasting!