How to process an invoice for a purchase order

When an invoice with a purchase order reference is uploaded to Planyard, it’s automatically matched to the correct project, supplier, and purchase order. If the reference isn’t detected, you can link it manually.

1. Go to the relevant project.
2. Open the Files tab and click on the invoice you want to process.
3. In the Select company dropdown, choose the company receiving the invoice.
4. In the Select document type dropdown, select Invoice for a purchase order.
5. Fill in the invoice name, invoice number, invoice date, and due date.
6. In the Select purchase order dropdown, choose the correct PO linked to this supplier.
7. Review the purchase order line items shown below and allocate amounts to each item.

Tip: If the invoice is for the full purchase order amount, click Receive all remaining to auto-fill the values.

8. Click Submit to finalize the invoice