If your account syncs with Sage Intacct or Oracle NetSuite, you have the option of using Purchase Orders (POs) and syncing them to Bill.com.

Accounts that do not sync, or sync with another software version will not have the PO feature at this time.

When it comes to billing for POs, you can create the bill in Sage Intacct or Oracle NetSuite, which will sync to Bill.com and link to the PO, or you can create the bill in Bill.com and link it to the PO, which will sync to Sage Intacct or Oracle NetSuite.

Create and link a bill to a PO in Bill.com:

1. Click Bills in the left navigation menu
2. Click Enter Bill
3. Select the vendor from the drop down
4. Click in the Purchase Order Number field
5. Type in the PO number to search for the PO and click the desired PO in the drop down
   • we will automatically show the most recent open POs for the selected vendor in the drop down, you can click one there or type in the number to narrow the results in the drop down, then select one
6. Once a PO is selected, the line items will populate based on the items on the PO
7. Edit the Qty on bill field to bill for some or all of the items on the PO
8. Save

Link an existing bill to a PO in Bill.com:

1. Click Bills in the left navigation menu
2. Click the invoice number of the bill you'd like to link
3. Click More Actions then Edit Bill
4. Click in the Purchase Order Number field
5. Type in the PO number to search for the PO and click the desired PO in the drop down
   • we will automatically show the most recent open POs for the selected vendor in the drop down, you can click one there or type in the number to narrow the results in the drop down, then select one
6. Once a PO is selected, the line items will populate based on the items on the PO, and overwrite any existing line items
7. Edit the Qty on bill field to bill for some or all of the items on the PO
8. Save

Unlink a bill from a PO in Bill.com:

A bill can only be unlinked from a PO in Bill.com if the link has not yet synced to Sage Intacct or Oracle NetSuite. If the link has synced, the option to remove will be unavailable, and the bill must be deleted to be unlinked.

1. Click Bills in the left navigation menu
2. Click the invoice number of the bill you'd like to link
3. Click More Actions then Edit Bill
4. Click the X on the linked PO in the Purchase Order Number field to unlink
5. Confirm the unlink in the popup; line items that were pre-populated from the PO will be cleared when the PO is unlinked

Things to know

• Multiple bills can be linked to one PO
• We do not support linking a bill to multiple PO's within Bill.com. If creating a bill linked to multiple PO's within NetSuite, the bill will sync to Bill.com but the PO linkage will not be reflected.