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Sell a membership or create a purchase order from an invoice

Last updated July 23, 2026

Purpose and common uses​

The invoice Quick Actions can sell an active membership to the customer or start a purchase order for materials and equipment related to the billed work.

Before you begin​

For a membership, confirm the customer, active membership plan, invoice amount, coverage, and payment method. For a purchase order, confirm the vendor, required items, destination, and linked job.

Open the invoice quick actions​

  1. Open the invoice.
  2. Under Quick Actions, click Sell Membership.
  3. Select Membership Plan.
  4. Review Plan Type, Billing Frequency, Coverage Scope, renewal price, and Invoice amount.
  5. Select Default Payment Method when required.
  6. Confirm the sale.
  7. Review the invoice total and the customer's resulting membership.

Review the selected plan and amount before confirming the membership sale.

Create a purchase order​

  1. Open the invoice.
  2. Under Quick Actions, click Create Purchase Order.
  3. In Create Purchase Order, confirm the PO number, type, dates, vendor, and Ship To Address.
  4. Add materials or equipment.
  5. Under Link Records, confirm the customer, location, and job. The invoice connection is derived from the linked job.
  6. Review tax, shipping, discounts, total, and notes.
  7. Click Create Purchase Order.
  8. Open the purchase order and review Related Records.

Confirm the linked job so the purchase order stays connected to the correct invoice and work.

What happens next​

The membership appears on the customer record and affects eligible member pricing. The purchase order opens in Purchasing for sending and receiving.

Troubleshooting​

No membership plans appear​

Confirm the plan is active under Pricebook → Memberships and has valid sale pricing.

The purchase order lacks the invoice relationship​

Edit Related Records and verify the job. Use a job connected to the invoice.

Vendor or item information is missing​

Update the vendor and Pricebook material or equipment records, then review the purchase-order line before sending.