Formitize User Guide

You can add a note to a purchase order in the App, either to a new Purchase order or an existing one. To create a new Purchase Order, go to Expenses >...

Purchase Orders can have Resources added to them that will accompany the Purchase Order PDF is emailed to a customer. To do this in the Web Portal, go t...

You can set up default terms & conditions via both the Web Portal and the App, which will be automatically displayed on every purchase order that is cre...

Yes, while creating a new purchase order or after opening an already existing one in the Web Portal, you can add individual Terms & Conditions which wil...

Purchase Templates save time and ensure consistency by standardising how purchases can be created and can be done through the Web Portal when creating a new...