Assigning a purchase order in CallConfirmLive! helps track and manage the billing and payment for services, ensuring accurate financial records and accountability.
To assign a Purchase Order within CCL, follow these simple steps:
📌 Note: You can only assign purchase orders to complete visits and visits flagged for invoicing.
Click Tools, then Assign Purchase Order.
Set your filters as you require, 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've assigned the your purchase orders, if you have previously run the pending invoice, you'll need to re-run it for the changes to take effect.