Add a Purchase Order Number to Invoices

Details

There may be times when your accounts team require a purchase order number (PO number) on invoices generated by our system for services. This guide will take you through the process of adding one.

How-to Guide

If your PO number changes from time to time, be sure to update it regularly using these steps. Note that only users with certain permissions may be able to access this part of our system.

1. Open the Account area (⚙️ icon, at top right).
2. Click Edit Account Details.
3. Select the Owner Details tab.
4. Enter a Purchase Order Number.
5. Click Update Owner Details.

A Note About Different Account Types

As our system has different account types and structures (such as a Command Centre or an Agency account type), some hierarchical rules will apply in certain circumstances;

• For sub-accounts where the sub-account pays, the purchase order number from the sub-account is added on all invoices.
• For sub-accounts where the parent account pays, there is a preference order when finding out which purchase order number to use for an invoice:
  • If an invoice is only for one sub-account and that account has a purchase order number set, then that sub-accounts purchase order number will be used.
  • If an invoice covers multiple sub-accounts, then the parent account purchase order number will be used.