You sometimes need to invoice what you have ordered on a purchase order, whether in a single operation or progressively over time during the execution of a project (commonly called a running bill).
Plannit offers you this ability to invoice your purchase order items in just a few clicks.
Create a purchase order
You have two options to create a purchase order depending on your needs:
At the Project level, useful for carrying out a project as a whole.
At the Work Order / Visit level
What is the difference between the two?
In terms of functionality, everything is identical. However, depending on your field and how you structure your operations, one of the two methods may be better suited.
For example, you order items for a service call to repair an air conditioner. In this case, associating the purchase order at the Work Order / Visit level is more relevant than at the project level. Indeed, your project could correspond to a 2026-2027 maintenance contract, including multiple maintenance and service visits.
This allows you to group the purchase order and the invoice to a visit in this example. You could also add other elements such as a timesheet, documents, signatures, etc.
Here is how to proceed:
Go to the Purchase Order section.
Click on the “+” button to add a purchase order, then click on Add an item.
Select the products and services to add to your purchase order, then click on the Select button.
Then adjust the quantities, prices, and costs as needed.
Add purchase order items to an invoice
Select the item or items you want to transfer to an invoice, then use the Actions menu and select one of the following options:
Create an invoice to generate a new invoice with the selected items.
Add to an invoice to add them to an existing invoice. You will then need to select the desired invoice.
You can repeat these steps whenever you need to, for example, throughout the duration of a project.
Note
You will see the “Already invoiced” label in green to help you identify items already added to an invoice and those that have not yet been added.
