Converting a Purchase Order to a Bill

Once goods or services are received from a vendor, convert your purchase order into a bill to record the liability and expense.

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How to Convert

1. Go to Purchases → Purchase Orders
2. Open the purchase order
3. Click Convert to Bill
4. Review the pre-filled bill
5. Adjust quantities or any details to match what was actually received
6. Save and approve

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What Gets Carried Over

• Vendor
• All line items (description, qty, rate, unit, tax, account)
• Currency
• Notes and terms

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After Conversion

• The PO is marked as Converted
• A link to the generated bill appears on the PO detail page
• The bill is created as a Draft — approve it to post to accounts

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Frequently Asked Questions

What if I received fewer items than ordered?
Adjust the quantities on the bill to reflect what was actually received. The original PO quantities remain unchanged for reference.

Can I convert a PO into multiple bills (partial deliveries)?
Not directly — a PO can only be converted once. For partial deliveries, convert the PO and reduce quantities on the first bill. Then create a new bill manually when the rest arrives, referencing the original PO number.