How to raise purchase orders, timesheets, invoices & bills (Pro Plan)

How to raise purchase orders, timesheets, invoices & bills (Pro Plan)

Generating invoices, purchase orders and bills is quick and easy in ManagePlaces. As an example, we'll generate a purchase order but the process is the same for timesheets, invoices and bills too. This can be done in 3 simple steps:

1. First we need to bring up a purchase order form. To do this go to "Projects" > click into the relevant project in your portfolio > "Finances" > "Overview" dashboard. At the top right of the screen, you will see two dropdown menus. Click into the "Add new ..." dropdown and select "Add Purchase Order".

Add Purchase Order

2. Fill in your purchase order form's details and select the item(s) you want to purchase in the dropdown menus on each line. Click "Add purchase order" to complete.
Note: Before you can add items (like materials or labour) into your purchase order, you need to create and price them first. Here is a simple tutorial explaining how.
New Purchase Order

3. Lastly, you can approve the purchase order by clicking "Authorise" in the "Purchase order options" dropdown. Once approved, you can also mark the purchase order as billed by clicking "Mark As Billed".

Authorise PO
Mark as billed

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