Navigate to Companies > Details Tab.

Set Type = Employer.

Set Credit Type = Credit (if applicable) and define Credit Limit and Payment Terms.

Go to Companies > Purchase Orders Tab.

Only visible if:

• Company Type = Employer

• Credit Type = Credit

• Subscribed to Compliance Plus 
  

Click New in the Purchase Orders tab.

Complete the fields:

• Company Purchase Order #

• Estimated Amount

• Upload Purchase Order File

Save to create the Purchase Order.

In Students > Enrolment Tab > Action > Edit ("Enrolment Wizard"), select the appropriate Employer and toggle Invoice to Employer.

Choose an available Purchase Order from the dropdown.

All generated invoices for the enrolment are linked to the PO.

• These invoices will:

  • Have no individual due dates

  • Not send payment reminders

  • Not export to Xero or MYOB

  • Be highlighted in purple
    

Student invoices can be reassigned to another PO or changed to invoice directly to the student/employer if the PO is not yet invoiced.

In the Purchase Orders table, expand a PO to view:

• Related student invoices and amounts

• Calculated or Actual Credit Used

System enforces Credit Limit validations for both Cash and Credit companies.

• Cash: PO cannot be applied without credit

• Credit: PO cannot exceed remaining credit
  

In Purchase Orders Tab, click Actions > Invoice.

System sets Due Date based on company Payment Terms.

Linked student invoices inherit the PO invoice due date and payment status.

PO invoice is created in Finance > Invoices, highlighted in blue.

Navigate to Companies > Invoices Tab.

Include Purchase Order ID column in import template.

PO enrolments must meet:

• Valid Employer ID

• Invoice to Employer = Yes

• PO exists, matches Employer ID, and is not invoiced

System validates credit limits before import.

Company contacts can view POs and related invoices only.

Cannot create or edit Purchase Orders. Please contact your RTO SMS Administrator to create/edit POs.