A Purchase Order (PO) ‘flip’ enables you to instantly convert a purchase order into an invoice within Tradeshift. This way, the invoice will be automatically populated with the data from the purchase order. This feature is the fastest, most accurate method for vendors to convert a purchase order into an invoice.   



When you have to create multiple invoices from the same order, you can use partial order invoicing. This is useful, for example, when the customer sends one large purchase order for the year with monthly services that need to be performed. You can therefore create multiple invoices against that purchase order instead of receiving many small orders.



How to do a partial purchase order invoicing



1. Log into Tradeshift.



2. Click the blue Document Manager icon. 



Tip: Filter your view to display purchase orders, and order changes, as described here.



3. Search for the purchase order you wish to invoice against. This works for both purchase order and order changes.



Tip: The text in the Document ID column will display the Purchase Order. You can also use the search field at the top of the screen to search for the PO number.



4. Select the purchase order.









5. Click on the create invoice option, found on the bottom right of the page. This will open the line selector panel. The line selector panel will display the order line items and the remaining quantities that have not yet been invoiced. 






Tip: To see order lines that have been fully billed, toggle the show billed line items button at the top right corner.





6. Select the lines you would like to flip to the invoice and then click on the blue Create Invoice button. The invoice viewer opens and displays the purchase order lines selected.



Tip: You can change the quantity on the invoice line, which would be reflected in the line selector next time you are partially invoicing the customer.



7. Edit the purchase order line data, as needed, and then click Send. The invoice is generated and sent to the customer.



How to do a full order invoicing



In case you want to flip all order lines to the invoice, you can use the same approach as above for partial order invoicing or create an invoice directly from the purchase order. 



Here’s how to create an invoice directly.



1. Log into Tradeshift.



2. Click the blue Document Manager icon. 



Tip: Filter your view to display purchase orders, and order changes, as described here.



3. Search for the purchase order you wish to invoice against. 



4. Click the PO line. This will open a document panel on the right side of the screen.



5. Click on Create Invoice. 

6. The invoice will auto-populate with the key purchase order data.







7. Edit the purchase order line data, as needed, and then click Send. The invoice is generated and sent to the customer.