After the delivery of the items or services is signed off, a purchase order can be automatically closed by the system or manually closed by the requester or any Payhawk accountant or administrator.
Auto-closing purchase orders
Enabling the auto-close option means that a purchase order will be automatically closed if the following conditions are met:
The status of the received quantity is FULL.
The status of the invoiced amount is MATCHED.
If enabled, the auto-close option will take place both if the invoiced amount is matched through a bank transfer or if you've marked an expense as paid.
When an expense is marked as unpaid, or a bank transfer has been reverted after settlement, you will not be able to reopen the purchase order.
To allow Payhawk to automatically close purchase orders:
In the Payhawk web portal, go to the Settings > Purchases > Rules tab.
From the Auto-closing drop-down menu, select the Linked invoice is paid option.
Click on Save.
Closing purchase orders manually
To close the purchase order:
In the Payhawk web portal, go to Purchases.
Select the desired purchase order.
Go to its three-dot menu and select Close.
In the dialog that opens, click on Confirm.
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