Converting An Invoice To An Order

This FAQ will go over how to convert an invoice into an order. This option will only be available on invoices that were originally started as invoices, not converted to an invoice from an order or quote. Once an order is converted into an invoice, the invoice is unable to be converted back to an order.

Note that user needs to have the setting “Allow canceling/voiding transactions” to void. This setting can be found in System > User Security > User Permissions.

Convert Invoice To Order

Click the “Convert to Order” button in the invoice ribbon.

Once selected, the user will be warned that the invoice will be voided if converted.

After clicking “Convert”, the invoice will be voided and converted to a new order.

Point Of Sale

The “Convert to Order” button can also be found in POS.