Each line item in your purchase order can be received or invoiced to your client separately.
How to mark individual line items in a purchase order as received
Follow these steps:
Navigate to Actual Costings within your chosen job.
Click on the costings category that contains the line items you're looking to invoice.
Click '+ Order item(s)'.
4. Fill out the purchase order form with a description and your contact contractor/supplier.
5. Click either Save & Close or Save & Send (if you're ready to send the order to your contractor or supplier).
6. Your purchase order is now saved under the Purchase Orders tab within your job.
7. To mark line items within the purchase order as received or completed, click on the order.
8. Scroll down, past your line items to the Invoice/Receipts section. To record part of the purchase order, click on the green '+' button.
9. Include the reference number of the contractor/supplier receipt for your records.
10. If the receipt differs from your actual costings amount, record it here.
11. Ensure the additional line items are set to zero (0). These will be marked separately.
12. Click Save (Mark Order as Part-Received).
13. Your purchase order will show as Part-Received.
14. Scrolling down on your purchase order, you will now see your part-received invoice/receipt.
15. The amount remaining on the purchase order is displayed.
16. If you're ready to send out the invoice your contractor/supplier for this part of purchase order, click Save & Send. Otherwise, click Save & Close.
Your part-received order can now be found under the Outgoing Invoices tab within your job.
How to invoice a client for completed or received line items in a purchase order
Follow these steps:
Navigate to the Outgoing Invoices tab within your chosen job.
Select the checkbox next to your part-received order to send an invoice to your client.
Click Invoice order(s).
4. Include a description of your invoice.
5. Fill out the percentage amount of markup on your cost-plus job.
6. Set the status of your invoice.
7. Click Save & Send to email to your client. Click Save & Close if you're not ready to send out to your client.
