Copy one or more invoices to a purchase order

Copy a single invoice, or multiple invoices with the same status, into a new purchase order. If you're copying multiple invoices, Xero creates one draft purchase order with all line items from the original invoices.

You can send the purchase order to a different customer from the invoice or invoices.

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click the status panel of the invoice(s) you want.

    You can't copy from the list of all invoices.

  3. Select the checkbox of the invoice(s) you want, then:
    • If reminders are off, click Copy to.

      mage showing invoices selected and the 'Copy to' button.

    • If reminders are on, click More, then select Copy to.

      Image showing invoices selected and the 'More' button.

  4. Select Purchase Order and enter the name of the supplier you're creating it for.
  5. (Optional) Select Use item details if set if you want Xero to use the default values for the purchase description, account, unit price, and tax rate.
  6. Click Copy or Copy & merge.
  7. Review the purchase order and update the details if needed.
  8. Save the purchase order or Submit for approval.

Another way to copy an invoice to a new purchase order is by opening the invoice, clicking on Invoice Options and selecting Copy to.

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