When you generate an order in WISK, an open purchase order appears in the venue. When the order arrives at your venue, you must add the invoice through the open order. You can do this on both the mobile app and web.

When you add an invoice through a purchase order, it is marked as closed, and the invoice status displays as “Received”.

If you’re generating a purchase order through WISK, but then adding the invoice manually, you’re doing double the work.

When you add an invoice manually, you must add items to the invoice individually. If you generate an order in WISK, you’ll have all the items and amounts and just need to confirm you received them in the order.

If you add the invoice manually, you’re also leaving the purchase order open, which displays as “Not Received”. This can add up over time and make it hard to tell the difference between pending and received orders.

If you have open purchase orders, and have already added a manual invoice for them, you can mark them as received:

1. Click the “Details” button beside the purchase order

2. Click “Actions” and select “Mark as received without invoice” from the drop down menu.

3. Click “OK” to confirm

4. The purchase order is now closed and the invoice status displays “Received with manual invoice”

Moving forward, for all orders generated in WISK, make sure to add the invoice through the open purchase order.

Note: If you have accidentally clicked “Mark as received without invoice” you can undo this action. If you go into the details of the purchase order, you can click “Clear delivery status”. The order is reopened and you can add the invoice through it.