How to Assign a PO # to an Invoice
Purchase Orders are used by many companies to pay invoices. The PMS is capable of tracking a purchase order number from the time of reservation, through to the invoicing stage, and can be searched on in the City Ledger. The following article explains how to assign a Purchase Order # to reservations, and invoices.
Assigning a PO Number to a Reservation
When making a reservation, a Purchase Order number can be entered into the P/O Number field on the Guest Info tab.
For more information on making reservations, please consult the Reservations module.
When the reservation is checked out to the City Ledger, an invoice for the charges will be created. The Purchase Order number will transfer over to the invoice, and will become searchable on the City Ledger.
Clicking the Change PO Number will allow for the PO Number to be edited, or added if one is not yet present.
Adding A PO Number to an Invoice on the City Ledger
If a PO Number is received after the invoice is created, it will need to be added to the invoice on the City Ledger. To do this, locate the invoice the PO Number needs to be added to. For more information on searching for invoices, please see the article How to Search for an Invoice in the City Ledger module.
Once the correct invoice is located, select the Change PO Number button in the Details tab.