Help Centre

Create a sales invoice from a purchase order

Getting started

Copy a purchase order to a new sales invoice if you want to on-charge a customer for goods you have ordered. You can edit any of the fields in your new sales invoice.

Creating a sales invoice from a purchase order saves you time on data entry. It also links your sales invoice to its original purchase order in the History & Notes section.

About creating a sales invoice from a purchase order

If you create a sales invoice from a purchase order that contains an inventory item, check the unit price in the new sales invoice. Xero uses the sales unit price (not the purchases unit price) entered against your inventory item. If you'd like to change the sales price for your on-charged goods, either:

  • Edit the Unit Price field in your new sales invoice, or
  • Add an inventory item which has a sales unit price that's specifically for on-charged goods. Enter a sales unit price that's the same as the purchases price if you aren't charging a mark-up on ordered goods.

    Add an untracked inventory item

    Add a tracked inventory item

How to create one sales invoice from one purchase order

Go to Accounts > Purchases.

Do one of the following:

Open your purchase order.

Click the Options button and select Copy to..

  • Select Invoice.
  • Create draft.
  • Complete your sales invoice - you can edit any of the fields in your new sales invoice.

How to create one sales invoice from multiple purchase orders

If you copy multiple purchase orders to a sales invoice, Xero creates just one draft sales invoice which includes the contents of all the purchase orders you select.

  • Go to Accounts > Purchases.
  • Under the Purchase orders heading, click the Approved status panel or the Billed link.
  • Select the check box next to each purchase order you want to copy to a sales invoice.
  • Click the Copy to button.
  • Select Invoice.
  • Create draft.

Complete your sales invoice now, or get to it later from your draft invoices on the sales dashboard. You can edit any of the fields in your new sales invoice.

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