This guide shows you how to:
Add a PO number when creating a project
Edit a PO number
Understand where the PO appears (invoices and proposals)
What Is a PO Number Used For?
Purchase order (PO) numbers are commonly used for:
Commercial jobs
Property management companies
Contractors or corporate clients
Adding a PO number helps your customer track and approve invoices on their end.
Step 1: Add a PO Number When Creating a Project
Start creating a new project
Enter the PO number in the PO field
Select the project type (home, business, vehicle, etc.)
Click Create Project
Once created, the PO number will be saved with the project.
Step 2: Edit a PO Number
If you need to update it later:
Open the project
Locate the PO number
Click to edit
Make your changes
Click Save Changes
Step 3: Where the PO Number Appears
The PO number will automatically show on:
Invoices (top right when viewed by the customer)
Proposals
This ensures your customer always sees the correct PO tied to the job.
Key Takeaway
The flow is simple:
Add PO when creating project
Edit anytime if needed
Automatically included on invoices and proposals
This keeps your jobs organized and makes it easier for commercial clients to process payments.