Login as Project Manager

Creating a Purchase Order

  1. Go to Projects > All Projects
  2. Click 'Edit' pencil icon next to the respect project
  3. Scroll down to 'Purchase orders' 
  4. Click 'Create PO'
  5. Click 'Create PO' for the respective Resource

Creating an Invoice

  1. Go to Resources > Invoices
  2. Click 'Create Invoice'
  3. Select a Resource
  4. Select your Purchase Orders
  5. Click 'Invoice'
  6. Fill in the details
  7. Click 'Submit'