How do I close a Purchase Order?

After you have sent payment for the invoice associated to the purchase order, you can mark the purchase order as paid, and then close it out. This article describes the process from within the work order and from the Accounting Module.

To mark the purchase order as paid and close it from the within the work order:

1. Click the Purchase Order section of the work order:
   
2. Click the PURCHASE ORDER #.
3. Click the Edit Details section and edit the appropriate fields.
4. Click the Paid box:
   
5. Optional: Enter the INVOICE AMOUNT.
6. Change the status of the purchase order to closed, and click SAVE.

To mark the purchase order as paid and close it from the Accounting Module:

1. Click Admin > Accounting > Purchase Orders.
2. Search for the purchase order using the PROPERTY, VENDOR, STATUS, and/or DATE CREATED fields, and click SEARCH.
3. Navigate to the purchase order you want to mark as paid and close out, and click on the PO #.
4. Click the Edit Details
5. Click the Paid box:
6. Optional: Enter the INVOICE AMOUNT.
7. Change the status of the purchase order to closed, and click SAVE.