Overview

This is a web-only feature - it can't be completed on the mobile app.

This feature is only accessible by Administrators. 


Here, you can change or update your PO template information.


Changes made here will only affect new purchase orders. 

Previously-issued POs will not be changed to preserve historical data and ensure accurate billing.



 

How to edit your PO template

  1. Click on Company Settings on the left navigation bar.
     
  2. Select Purchase Order Settings.
     
  3. Make your changes as needed.
     
  4. Click Save to apply your changes.



Need help?

There are three ways to reach our Customer Success team: