Purchase Orders

How to create a new purchase order?

Last updated: March 21, 2026

You can create a new purchase order using the following steps in InvoiceOwl:

  1. Click Purchase Orders in the left sidebar.
  2. Click the New Purchase Order button at the top right of the page.
  3. Search for and select the vendor you want to send the purchase order to. You can also click + Add new vendor to create a new vendor on the spot.
  4. Once you select a vendor, the full purchase order form opens. Fill in the details:
    • Set the Issue Date by clicking the date picker.
    • Add line items with the item name, description, quantity, and rate. The amount is calculated automatically.
    • You can pick items from your saved catalog by typing in the item name field, or click + Add item to add more lines.
  5. On the right side panel, you can adjust settings:
    • Turn on Shipping to add shipping fee, ship date, carrier, and tracking number.
    • Add Attachments by clicking the upload area.
    • Write a Note for Vendor (visible to the vendor) or Internal Notes (only visible to you).
  6. Your work is saved automatically as a draft. You will see a Saved indicator at the top of the side panel.
  7. When you are ready, click Send to email the purchase order to your vendor, or click Done to save it and go back to the detail view.

On the Mobile App

  1. Tap the More tab at the bottom of the screen, then tap Purchase Orders under Documents. You can also tap the center + button and choose Purchase Order to jump straight into creating one.
  2. Tap the + button in the top right corner of the purchase orders list.
  3. Search for and select a vendor, or skip this step to create a purchase order without a vendor.
  4. Fill in the details:
    • Tap the Issued Date field to change the date.
    • Tap Add Item to add line items. Search your catalog or enter a new item with name, description, quantity, and rate.
    • Tap the Markup row in the totals section to add a percentage or flat markup.
    • Swipe between Edit and Preview at the top to see how the purchase order will look.
  5. Scroll down and tap More Options to adjust additional settings:
    • Toggle Shipping on to add a shipping fee, ship date, carrier, and tracking number.
    • Add Attachments, a Note for Vendor, or Internal Notes.
  6. Your work saves automatically as a draft.
  7. When you are ready, tap Send PO to email it, or tap Save Draft to save and go back.