Convert a purchase order to a bill

As the supplier invoices you, turn the order into bills. Only an approved order can be billed, and you can bill it in full or a few lines at a time.

Create a bill from the order

1. Open the order and choose Create bill.
2. The Select items to bill window opens with every outstanding line ticked at its full remaining quantity, so billing the whole order is a single click.
3. For a partial bill, untick the lines the supplier has not invoiced yet, or lower the Quantity to bill. You cannot bill more than a line's Remaining quantity.
4. Choose Create bill.

Kontala creates the bill and opens it so you can check it against the supplier's invoice. The bill is dated today and starts with the order's number as its reference: change that to the supplier's own invoice number once you have it. See Create a bill.

What carries over

The supplier, currency, project link, and your chosen lines all carry over, each keeping its spending category or stock item. Stock ordered on the purchase order is received through the bill, not the order: see Bills that buy stock.

Track what is billed

Each order line shows Ordered and Billed quantities, with anything left marked as remaining, and the order's status moves from Approved to Part billed and finally Billed. A Bills raised from this order list links to every bill, and deleting a bill puts its quantity back on the order.

If the supplier will never invoice the rest, choose Mark as billed on the progress bar to close the order early. Unmark as billed reopens it.