Create a purchase order

Purchase Orders are currently only available to customers on the Beyond plan.


Get purchases approved before they happen by adding a purchase order in Pleo. 


To add the purchase order:

  1. Go to Purchase Orders
  2. Click Create purchase order
  3. Add the details, make sure to provide at least one line item and the currency the invoice will be sent in
  4. Add a reviewer 


Once the purchase order has been created:

  • The reviewers can review them in Reviews. At least one reviewer needs to approve the purchase order.
  • The purchase order can be edited and downloaded
  • The purchase order can be connected to an invoice:
    1. Go to Invoices
    2. Select the invoice
    3. Under Purchase order, select the purchase order


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