Purchase Order Invoices in TapGoods PRO
After you have created a Purchase Order in TapGoods PRO, you can download or email an Invoice for the order from the Purchase Order details. To create an Invoice for your Purchase Order, you must navigate to its details page.
Purchase Order details can be located by following the steps listed below:
- Hover over Inventory on the TapGoods PRO menu, and click on “Purchase Orders”.
- On the Purchase Orders page, click on an order to go to its details.
In this article, the following topics will be covered:
- Emailing a Purchase Order Invoice
- Downloading a PDF of the Purchase Order Invoice
Emailing a Purchase Order Invoice
To email a Purchase Order Invoice, follow the steps listed below:
- On the Purchase Order’s details page, click on “Create Invoice”, which will open a pop-up form.
- In the pop-up form, select “Email” and enter at least ONE valid email.
**NOTE: Click the green plus icon to add additional email addresses to the list.**
- Click Submit.
After you click Submit, TapGoods will notify you that an export is taking place. Click “OK”.
Once the Export is completed, TapGoods will notify you with a pop-up on the screen, and the email recipient will receive an email with the Purchase Order Invoice attached. Additionally, you can download a PDF of the Invoice that was sent by clicking “Download Export File”.
Downloading a PDF of the Purchase Order Invoice
To download a PDF of the Purchase Order Invoice, follow the steps listed below:
- On the Purchase Order’s details page, click on “Create Invoice”, which will open a pop-up form.
- In the pop-up form, select “Download PDF”.
- Click “Submit”. After you click “Submit”, TapGoods will notify you that an export is taking place.
- Click “OK”.
- Once the Export is completed, click “Download Export File”.
That’s it!
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