How to create purchase order on Invoicera?

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

Add a new purchase order

Click on an existing purchase order to know its status

Viewed

Sent

Draft

Edit an existing PO or export as pdf

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


Client


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: 31/01/2025