Purchase Orders

Introduction

In EveryAnswer, managing your Expert subscriptions involves keeping track of various details, including Purchase Orders (POs). Understanding how to associate and handle PO numbers with your subscriptions can streamline your billing process and ensure accurate tracking of your expenses.

Associating PO Numbers with Experts

Each Expert (subscription) created in EveryAnswer can have an associated PO number, allowing you to track billing and manage financial records effortlessly. Multiple Experts can share the same PO number, making it simpler to consolidate expenses under a single reference.

How to Add a PO Number to an Expert

1. Navigate to the Expert Management section of the EveryAnswer platform.
2. Select the Expert you wish to associate with a PO number.
3. In the Expert’s settings, find the field labeled PO Number.
4. Enter the desired PO number and click Save.

Invoicing Rules

Understanding the invoicing rules in EveryAnswer is crucial to managing your payments effectively. Here's how invoices are generated based on PO numbers and payment methods:

Bundling of Invoices

• Experts that share both a PO number and a payment method are bundled together on the same invoice. This helps in consolidating charges for easier tracking and payment.
• Experts with the same PO number but different payment methods are invoiced separately. This ensures clarity in payment traceability.
• If no PO number is provided, Experts with the same payment method are grouped together on the same invoice. This helps in simplifying payment processes when PO numbers are not utilized.

Example Scenarios

Scenario 1: Single PO Number, Single Payment Method

If you have multiple Experts sharing the same PO number and payment method, they will be billed together on a single invoice. For instance, if PO number "PO123" is used for three Experts all paid via the same credit card, you will receive one invoice covering all three Experts.

Scenario 2: Single PO Number, Multiple Payment Methods

In case the same PO number is used for multiple Experts but different payment methods are specified, each payment method will generate a separate invoice. For example, if PO number "PO123" is associated with two Experts, one paid by credit card and the other by bank transfer, you will receive two separate invoices.

Scenario 3: No PO Number, Single Payment Method

If no PO number is provided, all Experts using the same payment method will be bundled together on a single invoice. This simplifies payments when PO numbers are not required for your billing process.

Scenario 4: No PO Number, Multiple Payment Methods

When no PO number is provided and different payment methods are used, each payment method will generate its own invoice. This maintains clarity in the billing process.

Payment Methods

Every Expert can have its own payment method, giving you the flexibility to manage finances according to your organizational needs.

Related Documentation

• Invoices
• Payment Methods
• Experts