This article explains the steps to flip an order (purchase order or order change) into an invoice.

For clarification, the term "flipping" refers to the process of generating an invoice from one or multiple procurement documents (purchase order and/or order change).

Steps to flip a purchase order/order change into an invoice:

  1. Open the Document Manager app, and filter your view to display the required document type (purchase order/order change).



  2. To open the purchase order, select its document ID.


  3. On the document page displayed, select the Create invoice button. The invoice editing page opens.


  4. Edit invoice details, and then select Send. The invoice is sent to your buyer and you are redirected to the Document Manager app. 


Note you can also flip a purchase order/order change into an invoice directly on the Document Manager app. To do so:

  1. Click the document line corresponding to the purchase order/order change you want to flip.
  2. On the Document options side panel displayed, select the Create invoiceThe invoice editing page opens.
  3. Edit invoice details, and then select Send. The invoice is sent to your buyer and you are redirected to the Document Manager app.