Purchase orders (POs)

You can use purchase orders to track materials, equipment, and supplies that are purchased from vendors. After you create a PO, you can use general invoices to process invoices against it.

On the Purchase order tab, the banner displays:

  • PO total: Total, including tax, for the line items in the current PO.
  • Invoiced amount: Amount that has been invoiced.
  • Balance to invoice: Current balance left to invoice for the PO.
  • When the balance of the PO is less than or equal to zero, the PO moves automatically to the first locked status.
  • If you change the PO total, the amounts aren't updated in any linked general invoices. To bill for the new PO amount, you can create another general invoice for the PO.