How To accept the Purchase order(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.

Step 8. You will receive an email notification with a link to review and accept the Purchase Order.

Step 9. Click the link provided in the email. You will be redirected to the Client Portal, where the Purchase Order Preview will be displayed.

Step 10. Scroll down to the bottom of the Purchase Order.

Step 11. Click the Accept button located at the bottom-right corner.

Step 12. Once the Purchase Order is accepted, a success message will be displayed confirming that the Purchase Order has been successfully accepted.

Step 13. The Purchase Order will then be marked with an “Accepted” label.

Updated on: 14/08/2026