Converting Orders to Invoices
When an order is ready to bill, Udyot can turn it straight into an invoice — no re-typing. Converting a Sales Order to a Sales Invoice (or a Purchase Order to a Purchase Invoice) carries over the items, quantities, and prices, posts the accounting, and updates the order’s fulfilment status in one step.
Before you begin
You need an open Sales or Purchase Order that is not cancelled or already fully fulfilled.
Converting an order — step by step
- Open the order and choose Convert to Invoice.
- Udyot bills the remaining quantity — if the order was partly fulfilled already, only the un-billed balance is invoiced.
- Review and save: The full GL is built (customer, sales, VAT — or supplier, purchase, VAT), stock moves through the perpetual ledger, and the order’s status advances.
Partial fulfilment
You can convert in stages. Udyot keeps track of what has been delivered and billed, so re-converting a partly-fulfilled order only bills the gap — you never double-invoice.
Tips & common questions
Can I still use Delivery Notes? Yes — you can deliver via a Delivery Note first and invoice later, or convert the order straight to an invoice. Both keep stock and fulfilment in sync.
Related: Order Reports.