Understanding Bills & Purchase Order Settings in Tradify Web

Topic

Learn more about updating your Purchase Order settings in Tradify web. Within Bills & Purchases settings, you have the ability to configure your Purchase Order numbering sequence and Change the default markup for Miscellaneous costs when copying bills to jobs.

Instructions

1. Navigate to Settings page.
2. Select Bills & Purchases.
   
   

Fields

Purchase Order Prefix – The text used in front of purchase order numbers. This field can be left blank if you don’t want to use a Purchase Order number prefix.

Next Purchase Order Number – The next available Purchase Order number to be used by Tradify. This defines the Purchase Order numbering sequence for Tradify. All following Purchase Order numbers will continue in numerical order from this point.

Default markup for Miscellaneous Items - This field enables you to set the default markup percentage on Misc line items when copying from bills to jobs.

Additional Information

See here for more info on copying bills to job costs: Copy Materials from a Bill to a Job