When you receive an invoice for your purchase order (PO), you can upload it to the Payhawk system. The linking of the invoice to the purchase order is done automatically by Payhawk if the number of the purchase order is stated in the invoice.
Sending invoices to Payhawk directly from your email inbox
Payhawk supports the Receipts Mailbox functionality which you can use to allow the system to automatically read, through its optical character recognition (OCR), extract supplier data and PO numbers, and link these for you.
For more information, see:
Uploading invoices and linking them to purchase orders
You can upload an invoice for your purchase order in the same way you create an expense from the Dashboard > Expenses app.
Alternatively, you can upload the invoice from your purchase order:
Log in to the Payhawk web portal.
Go to Purchases.
Select the desired purchase order by clicking on it.
Under the Invoices tab, click on the + Add new invoice button. Alternatively, click on the + Add new invoice button next to the three dots menu.
In the dialog that opens, upload the invoice and click on Continue.
As a result, Payhawk redirects you to the Expenses app where the system automatically creates an expense based on the uploaded invoice and adds the number of the purchase order if it's on the invoice.
If the number of the purchase order is not on the invoice, you have to add it manually by clicking on the Purchase order number drop-down menu and selecting the number.
Click on Submit.
Viewing invoices for purchase orders
To view an invoice for your purchase order:
Go to Purchases.
Select the purchase order you need by clicking on it.
Click on the Invoices tab and select the document you want to view. As a result, you'll be redirected to the Expenses app to see the document attached to the expense.