Get started with Digital Purchase Orders.

This is a feature we've been working on for some time, and we're VERY excited to share this with our users.

Create a New Purchase Order

• Click "+ Purchase Order"
• Select Vendor from Your Vendor Database
  // If this is the first time you're working with a vendor, click the (+) button and add them to your list of vendors.
• Add the invoice number (if applicable).
• Select the invoice date & payment terms.
• The payment status is broken out into:
  - Draft - when issuing a new Purchase Order
  - Approved, To Be Paid - this option notifies the project accountant that an expense is ready to be paid
  - Paid - when a payment has been paid, either by the production team, or accounting team
• Add a copy of the invoice.
• Click "Create PO"

That's it. Now you've created a new purchase order.

As a reminder, Purchase Order numbers are defined when you create a new project.

Have a question? Drop us a note.