{"id":150941,"date":"2026-10-11T11:47:36","date_gmt":"2026-10-11T11:47:36","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%aa%d8%ad%d9%88%d9%8a%d9%84-%d8%a5%d8%b0%d9%86-%d9%85%d8%ae%d8%b2%d9%86%d9%8a-%d8%a5%d9%84%d9%89-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9\/"},"modified":"2026-10-18T10:30:25","modified_gmt":"2026-10-18T10:30:25","slug":"converting-a-requisition-to-an-invoice","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/converting-a-requisition-to-an-invoice\/","title":{"rendered":"Converting a Requisition to an Invoice"},"content":{"rendered":"
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Module<\/span>Inventory \u203a Stock Requisitions<\/span><\/div>\n
Screen<\/span>Stock Requisitions, Purchase Invoices, Sales Invoices, Sales Orders<\/span><\/div>\n
Required Apps<\/span>Inventory, Sales, Purchases<\/span><\/div>\n
Required Permissions<\/span>Add Stock Requisition, Add New Purchase Invoice for incoming, and Add Invoices for outgoing<\/span><\/div>\n<\/div>\n
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Contents<\/p>\n

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  1. Quick Overview<\/strong><\/a><\/li>\n
  2. Before You Start<\/strong><\/a><\/li>\n
  3. How to Access<\/strong><\/a><\/li>\n
  4. Incoming: Receiving the Goods Then the Purchase Invoice<\/strong><\/a><\/li>\n
  5. Outgoing: Delivering the Goods Then the Sales Invoice<\/strong><\/a><\/li>\n
  6. Outgoing Through a Sales Order<\/strong><\/a><\/li>\n
  7. Fields and Buttons Explained<\/strong><\/a><\/li>\n
  8. Error Messages and Their Solutions<\/strong><\/a><\/li>\n
  9. Cases and Settings That Affect It<\/strong><\/a><\/li>\n
  10. The Effect on the System<\/strong><\/a><\/li>\n
  11. Important Notes<\/strong><\/a><\/li>\n
  12. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Quick Overview<\/h2>\n

    Often you receive the goods from the supplier before their invoice arrives, or you deliver the goods to the client before issuing their invoice. The system\u00a0 lets you record the stock movement first with a stock requisition<\/strong>, then convert the same requisition to an invoice later, so the invoice is linked to the requisition and the stock movement isn’t repeated. This article explains the method in both directions: incoming from suppliers, and outgoing to clients.<\/p>\n\n\n\n\n\n\n
    Direction<\/th>\nStep One (Stock)<\/th>\nStep Two (Invoice)<\/th>\n<\/tr>\n
    Incoming<\/strong> (purchases)<\/td>\nManual Addition<\/strong><\/a>: the goods enter stock immediately.<\/td>\nThe Create Purchase Invoice<\/strong> button from the requisition page.<\/td>\n<\/tr>\n
    Outgoing<\/strong> (sales)<\/td>\nManual Issue<\/strong><\/a>: the goods leave stock immediately.<\/td>\nThe Create Invoice<\/strong> button from the requisition page.<\/td>\n<\/tr>\n
    Outgoing through a sales order<\/strong><\/td>\nA stock requisition from the sales order<\/strong><\/a> then confirming it.<\/td>\nThe Convert to Invoice<\/strong> button from the sales order.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Before You Start<\/h2>\n