You can create a purchase order and send it to a client from a web browser or the Invoice2go mobile app.

iOS and Android

1. From the navigation bar, tap the More icon
2. Tap the Purchase orders link
3. Tap the + icon
4. To rename the purchase order, tap the Edit icon next to the name
5. In the Bill to field, tap the Add client link to select a client
   • Tap the name of the client you want to add
6. Tap the Add items link
   • Enter the item name, description, rate, and quantity
   • To add additional information, tap the More options link
   • Tap the Checkmark icon
7. View the subtotal and total
8. To add photos to the purchase order, tap the Add photos link
9. Enter any comments in the Comments field
10. Tap the Next button
11. View a preview of your purchase order
12. To send the purchase order, tap the Send button

Web

1. Click the Create icon in the side navigation menu. Then select the Purchase order option.
2. This will bring you to the Add a purchase order screen, where you can click each field to add details for your purchase order.
3. Enter client information:
   • Click Add a client
   • Click the line next Client name 
   • Either select a client from your client list that appears in the dropdown or type in a new client name
   • Click Save client
4. Click the Add items link
   • Enter the item name, description, rate, and quantity
   • To add additional information, click the TAX, days or hours, discount link
   • Click the Add button
5. To select an expense, click the Expenses link
6. To add photos to the purchase order, click the Add photos link
7. To add a comment, click the Add comment link
8. To preview the purchase order, click the Preview tab
9. To send the purchase order, click the Send tab. Then click the Send purchase order button.
10. To save the purchase order, click the Save and close button