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Billing - How to add a PO to a contract (for πŸ‡¦πŸ‡Ί clients)
Billing - How to add a PO to a contract (for πŸ‡¦πŸ‡Ί clients)

A guide to take you through the process of adding a purchase order to a contract.

Patrick Eidenschink avatar
Written by Patrick Eidenschink
Updated over a week ago

Adding a PO

You can add a PO on a contract by navigating to the conversation with the worker, clicking the downwards arrow β–Ό next to β€œContract details” and selecting β€œRequest changes”.

πŸ’‘ NOTE: Adding a PO can be set as a requirement on a company level. If that is the case, a PO needs to be added before the contract can be accepted.

In any case, please ensure that you have raised a PO before your contractor creates their first bill as the date of the bill creation will also be the date of the invoice you receive from Worksome.

Simply add the PO number and click save changes.
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β€‹πŸ’‘ NOTE: Here, you are also able to make changes to the contract details if needed.

Questions? Our Support Team will be happy to assist you further, feel free to drop us a line via the live chat feature. πŸš€

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