Send Purchase Orders to Your Vendors
Working a purchase order is now a straight line: create one from a quote, generate its PDF, and email it to the vendor — right from the purchase order page.
- Generate a PDF anytime. The PDF button now sits at the top of every purchase order, so you can preview or download it at any stage — not just once it's finalized.
- Email it to the vendor. Send the purchase order with its PDF attached straight to your vendor's contact, with delivery tracking and an acknowledgment link.
- No required approval step. Purchase orders now work like quotes and invoices — go from draft to sent in one click. (An optional approval step is still available for teams that want one.)
- A quick confirmation before marking a purchase order as sent, plus a nudge if you try to send one that's missing a vendor or line items, help you avoid slips.
A Cleaner Purchase Order PDF
The purchase order PDF has been redesigned so the details that matter are right at the top — shipping information, the customer, your vendor quote reference, shipping method, and payment terms — all in one clean summary panel. Long line-item descriptions wrap neatly, and the overall look now matches the polish of your quotes and invoices.
Billing Accuracy Improvements
- Prepaid hours and any overage are split and labeled clearly — including on billing detail PDFs — so invoices are easier to read and reconcile.
- You'll get a heads-up while entering time if an entry would run past a client's remaining prepaid balance.
- Non-billable projects are reliably kept off invoices.