Add PO Numbers 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 team to use this feature.

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