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How to view supplier/trade purchase orders and customer invoices
How to view supplier/trade purchase orders and customer invoices

There are three areas to view Purchase orders in Buildxact, and two areas to view Customer invoices

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

This article is a summary of the three places you can view purchase orders and the two areas you can view customer invoices.

Purchase orders

Via the jobs menu

  1. Click on "Jobs"

  2. In the sub menu, click on "Orders"

  3. You can filter by status in the submenu

  4. Enter the job or order number to search

  5. You can filter by status

  6. The data can be ordered by the columns

In the Purchase orders tab
7. Click on the "Purchase Orders" tab in the job
8. In the list of purchase orders, you can sort by status
9. The data can be ordered by the columns

In the job, against the items
10. In the job click on the "Actuals Costings" tab
11. Open up the Cost Category
12. The blue tick next to items indicates a purchase order is attached, click the blue tick
13. This shows the corresponding purchase order, you can click on the number/name here to go into the order.
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Invoices

In the jobs menu

14. Click on "Jobs"
15. In the sub menu, click on "Invoices"
16. You can filter by status in the submenu
17. Enter the job or invoice number to search
18. You can filter by status
19. The data can be ordered by the columns
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In the job Outgoing Invoices tab
20. Click on the "Outgoing Invoices" tab in the job
21. In the list of invoices, you can sort by status
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