KCS - How to Add a Purchase Order to a Bill

Objective:

  • Add Purchase Order to invoice

Environment:

  • Clio Web Apps

Additional Information:

In order to view the Purchase Order on your invoice, please make sure Purchase Order is visible on your Bill Theme. See How to Show Purchase Order on a Bill

Procedure:

  1. Navigate to desired Bill
  2. Select Edit
  3. Input Purchase Order information into relevant field
  4. Update/Save Invoice 

 

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