TABLE OF CONTENTS


Introduction

Once a purchase order is created, the next step is to get the invoice. This article shows you how to create an invoice for a PO. Also, if the payment terms have advances in them, it is necessary to have proforma invoices. The creation of a Proforma invoice is also covered in this article.


PO to Invoice Creation

In general, invoices are to be created on the supplier side. But, for any reason, the customer has to create an invoice for the supplier, follow below.


  1. Log in to the Aerchain customer portal.
  2. Click the Modules icon.
  3. Click PO under Purchase Orders.
  4. Click the code of the PO that you want to create invoice for.
  5. Click the Create button.
  6. Click the Invoice.
  7. Click the browse and choose the invoice file to upload.
  8. Fill in the details.
  9. Click the Submit button.
    ✔️The Approvers overlay page opens.
  10. Type and choose an approver.
  11. Click the Submit button.


You have successfully created an Invoice for the Purchase Order.


Proforma Invoice Creation

Follow the below steps to create a proforma invoice for a PO.


Proforma invoices can only be created if the payment terms have the advance. Because the invoice is to document the Advance payments. And the proforma invoice is where the advances are documented.


  1. Log in to the Aerchain customer portal.
  2. Click the Modules icon.
  3. Click PO under Purchase Orders.
  4. Click the code of the PO that you want to convert to invoice.
  5. Click the Create button.
  6. Click the Proforma Invoice.
    ✔️ The proforma invoice creation page opens.
  7. Fill in the fields.
  8. Click Create.
    ✔️The Approvers overlay page opens.
  9. Choose an approver.
  10. Click the Submit button.


Once approved your proforma invoice is submitted.


Please feel free to reach out to support@aerchain.io should you have any questions or feedback.