Who this article is for: Business Portal users accessing a proforma invoice for an order, or adding a PO number to one.
Accessing a proforma invoice
Log in to the Business Portal.
Go to Employee Benefits, then Draft Orders.
Select the relevant order and continue to payment to view the proforma invoice.
Adding a PO number to a proforma invoice
PO numbers can only be added to orders paid by bank transfer.
From Draft Orders, open the relevant order and click Continue to Payment.
In the Payment window, select Bank Transfer.
Enter your PO number in the PO Number field. If you don't have one, your accounting team can provide it.
Select your bank from the dropdown. Your payment instructions will then appear below.
The PO number needs to be added before you confirm payment.