InvoiceOwl lets you send purchase order notifications to your vendors in several ways:
Send via Email:
- Open the purchase order detail page by clicking on it from the Purchase Orders list in the left sidebar.
- For a draft purchase order, click the Send button in the right side panel.
- A send dialog opens where you can enter the recipient email address, add CC and BCC recipients, customize the subject line and message, and choose whether to CC yourself.
- Click Send to deliver the purchase order by email.
Send via the More Actions menu:
- Open the purchase order detail page.
- Click the More Actions button in the right side panel.
- Choose Send via Email or Send via Text from the dropdown.
Mark as Sent:
If you already delivered the purchase order outside of InvoiceOwl (for example, you faxed it or handed it over in person), you can update the status without sending an email:
- Open the purchase order detail page.
- Click the More Actions button.
- Select Mark as Sent. This changes the status from Draft to Sent.
Mark as Accepted:
Once a purchase order has been sent, you can mark it as accepted after the vendor confirms:
- Open the purchase order detail page.
- Click the Mark Accepted button in the right side panel (visible when the status is Sent).
- Or use the More Actions dropdown and select Mark Accepted.
Copy a shareable link:
For sent purchase orders, click the Copy Link button in the top right corner to copy a link you can share with your vendor through any channel.
On the Mobile App
Send when creating:
- After filling in the purchase order details, tap Send PO at the bottom of the create screen instead of Save Draft.
Send from the detail screen:
- Tap the More tab, then tap Purchase Orders, then tap the purchase order you want to send.
- Tap the Send button (available for draft purchase orders).
Mark as Accepted:
- Open a purchase order with the status Sent.
- Tap Mark Accepted on the detail screen to update the status.
Note: Mark as Sent, Send via Text, and Copy Link are not available on the mobile app. Use the web version for those options.