How to Invoice a Client Who Requires a Purchase Order

BLANK WORKSHEET
PO INVOICE READINESS CHECK
[ ] Correct supplier and client billing entity
[ ] PO reference received and current
[ ] Currency, service period, scope and cap matched
[ ] Extra work approved / revised PO obtained if required
[ ] Required attachments and invoice format checked
[ ] Correct recipient or portal confirmed
[ ] Final PDF reviewed
[ ] Submission acknowledgment saved
Blocker / owner / next review: [details]
Invoice ID / PO ID / submission reference: [details]

FILLED EXAMPLE (fictional)
Fictional PO-781: support cap USD 2,000. Base work ready; extra USD 300 blocked pending revised approval. Billing lead checks the reference and portal route before submitting, then saves the acknowledgment.

BEFORE USE
Replace every bracketed field. Examples are illustrative. Confirm your agreement, local invoice requirements, and applicable tax treatment separately. This download does not send an invoice or update a billing record.

Source page: https://www.getinvoiceagent.com/guides/invoice-with-client-purchase-order
Reviewed: 2026-10-02