Assigning a purchase order helps track and manage the billing and payment for services, ensuring accurate financial records and accountability.
đ Note: You can only assign purchase orders to completed visits and visits flagged for invoicing.
Click Tools, then select Assign Purchase Order.
Set your filters as required, then select the client.
Click Visits with no Purchase Order, then click Find Now.
Select the visit, then the purchase order.
Click Assign.
Once you have assigned your purchase orders, if you have previously run the pending invoice, you will need to re-run it for the changes to take effect.