How to Assign a Purchase Order to a PDF Invoice

When Do I Need to Assign a PO?

You’ll need to assign a PO if:

• Your client requires a PO for invoice submission, and

• A PO is associated with the Matter you are billing against

If you’re unsure, check your client’s billing guidelines or contact your client directly.

Step-by-Step: Assign a PO During PDF Invoice Submission

Step 1: Upload your PDF invoice

Begin by following the standard PDF invoice submission steps:

• How to Submit an Hourly Fee PDF Invoice

• How to Upload and Submit a PDF Fixed Fee Invoice

Proceed until you select the Matter.

Step 2: Select the Matter

Use the Matter Search bar to select the correct matter for the invoice.

⚠️ Important
You must select a matter before a PO can appear.

Step 3: Select a Purchase Order

If your client has made POs available to your firm, you will see a Purchase Order dropdown.

• Select the appropriate PO for the matter

• Only active POs assigned to your firm will appear

📝 Note
If no PO appears, this means:

• The matter does not require a PO, or

• The PO has not been made available to your firm

Step 4: Complete invoice submission

Continue entering invoice details and submit the invoice as usual.

How to Find the PO Associated with a Matter

1. Open the matter and click the Matter Ref to access the Matter Overview

2. Go to the Purchase Orders tab

3. Review the POs listed for that matter