How to edit a purchase order?

Editing a purchase order in InvoiceOwl is simple:

1. Click Purchase Orders in the left sidebar.
2. Click on the purchase order you want to edit to open the detail page.
3. Click the Edit button in the top right corner. This opens the full-screen edit form.
4. Make your changes. You can update:
   • The vendor (click Change next to the vendor name)
   • The issue date
   • Line items (add, remove, or change items, quantities, and rates)
   • Markup (click on the markup value in the totals section)
   • Shipping details (toggle shipping on/off in the right side panel, then set fee, date, carrier, and tracking number)
   • Attachments, Note for Vendor, and Internal Notes in the right side panel
5. Your changes are saved automatically. You will see a Saved indicator at the top of the side panel.
6. Click Done to go back to the detail view, or click Send to email the purchase order to your vendor.

If you close the editor without saving, a dialog asks if you want to Save Draft (or Save Changes) or Discard your changes.

On the Mobile App

1. Tap the More tab, then tap Purchase Orders, then tap the purchase order you want to edit.
2. Tap the Edit button on the detail screen. This is only available for draft purchase orders.
3. Make your changes. You can update:
   • The vendor (tap Change next to the vendor name)
   • The issued date
   • Line items (add, remove, or change items, quantities, and rates)
   • Markup (tap the markup row in the totals section)
   • Shipping details, Attachments, Note for Vendor, and Internal Notes (scroll down and tap More Options)
4. Your changes save automatically. Tap Save Draft to return to the detail view, or tap Send PO to email it.

You can also start editing from the list by long-pressing a purchase order and tapping Edit.