Add PO Numbers to Invoices

Are you an Enterprise customer? Continue reading below.

If your company requires Purchase Order (PO) numbers on invoices, you can set one in your team settings.

To set a PO number:

  1. Click the Accounts menu, choose Settings, then Teams.
  2. Select Edit Team Info from the Actions drop-down.
  3. Enter your current PO Number and click the Update button.

The system will add your PO number to every invoice until you remove or change it. If there is an active PO number at the time of invoicing, it will be included on your invoice. When you download a CSV report of your financial activity, your PO numbers are included.

You cannot add, change, or remove PO numbers retroactively. You must add them to the system before the transaction is invoiced.

If you have multiple teams within your company, you can set a company-wide PO number by entering it on the top-level team (also known as the parent team). An individual team's PO number, if you choose to set one, will override the company-wide PO number.

Add PO Number to Enterprise Invoices

If your company requires Purchase Order (PO) numbers on invoices, your company’s program owner* can load them into Upwork to attach to your contracts and use our reports to track your spending. Set the PO details at creation and edit all of them later if needed—including the description, valid through date, who can use the PO, and spend alert thresholds. Restrict their use to just the appropriate hiring managers or make them available to your whole team.

 

To add a new PO:

  1. Go to Reports > Purchase Orders
  2. Choose Create PO and fill out the form

 

To edit a PO:

  1. Go to Reports > Purchase Orders
  2. Hover over the … menu to the right of the PO and choose Edit PO
  3. Adjust as needed and choose Update PO

 

To check your PO status:

  1. Go to Reports > Purchase Orders
  2. For further detail, choose the PO in the list

 

To give a team member access to a PO:

  1. Go to Setting > Enterprise > Purchase Orders > Options & Controls
  2. Choose the team members

 

To make POs required or optional:

  1. Go to Setting > Enterprise > Purchase Orders > Options & Controls
  2. Choose Yes or No

 

To enable PO creation permissions for another member of your team:

Caution: Granting Financial privileges will give full access to not only POs, but the company’s entire financial account, including all financial information and reports.

  1. Go to Accounts menu (∨) > Settings > Members & Permissions
  2. Set Financial privileges for the appropriate team member

 

Note: Only clients who have the purchase order functionality turned on by their Enterprise Admin can use POs. Contact your Account Manager or Account Admin to use this feature.

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