​ How can I convert a e-purchase order to an e-invoice?

To convert an e-purchase order to an e-invoice, you can follow these steps:

1) Go to the Peppol application by clicking on its icon in the main dashboard or by using the application menu.

2) Navigate to the "Order >Incoming Orders."

3) Open the e-purchase order that you wish to convert to an e-invoice.

4) ​Click on the "Inspect & Match SO" button to find the "Create" option.

5) "Create" button allows you to generate a new Sales Quotation, and once the action is applied, you will see the Quotation form with all the required details filled in.

6) Save the Quotation by clicking on the "Save" button. This document will be ready to be confirmed and allows for the transition to a new Invoice Document.

7) Next, click on the 'Confirm' button to convert from Quotation to a Sale Order. Then, apply the action 'Create Invoice' to initiate the process of transitioning into an e-Invoice.

8) After clicking on 'Create Invoice', a new window will open. Now, click on 'Create and View Invoice' to generate a draft invoice for review before validation.

9) Confirm the draft invoice by clicking on the "Confirm" button.

10) This newly created e-Invoice now contains all the relevant information. Through this conversion process (flipping of e-purchase order to e-invoice) provides you more accuracy for 2-way matching and enjoy faster payment and save on manual input and verification.

To get more details to convert an e-purchase order to an e-invoice, please do contact us at  support@metrogroup.solutions