Billing:-How to create purchase order on Invoicera?-(New Design)

Step 1 : Go to Purchase Order Management: After logging in to your Invoicera account click on Purchase Order on the billing tab.

Step 2 : Purchase Order Management Section

1. Add a new purchase order

2. Click on an existing purchase order to know its status

3. Viewed

4. Sent

5. Draft

6. Edit an existing PO or export as pdf

Step 3 : Fill in the details to create a new purchase order :

1. Client

2. PO Number

Step 4 : Choose the option to send the purchase order as a mail or save.

Step 5 : Edit the details of the message if required.

**Step 6 **: after sending the purchase order -purchase order preview will show

Step 7: Purchase order will be visible in Listing of Dashboard.

Updated on: 30/04/2025