Purchase Order Management

Some clients require purchase order (PO) numbers on invoices. Voltasis lets you track POs per client and automatically include them on invoices.

Add a purchase order

1. Open the client record.
2. Go to the Purchase Orders tab.
3. Click Add PO.
4. Enter the PO number, amount, and expiration date (if applicable).
5. Optionally, link the PO to a specific project.
6. Click Save.

Link a PO to an invoice

When creating an invoice for a client with purchase orders:

1. The PO Number field appears on the invoice form.
2. Select the applicable PO from the dropdown.
3. The PO number is printed on the invoice.

Track PO utilization

The Purchase Orders tab shows:

• PO amount — The total authorized amount.
• Invoiced to date — How much has been invoiced against this PO.
• Remaining — The balance available.

When a PO is fully utilized, it's marked as "Used" and you'll receive a notification to request a new one from the client.

Tip: Clients in industries like government, healthcare, and large enterprises frequently require PO numbers. Setting them up in advance ensures invoices aren't rejected for missing PO references.