When you provide us with a purchase order, the reference number supplied can be added to your invoices so that your Finance department can quickly approve them for payment.
Before you start
Things you need to know:
You must be an account owner or a managed user with the Can manage account permission enabled to access billing details.
We strongly recommend that you use an annual Purchase order number if possible, to limit how often you need to update this information.
Purchase order numbers are only added to new invoices generated since the PO number was added. If you want to add a purchase order number to an older invoice, contact our support team.
Learn more about user permissions in Add a user and Restrict and grant user access permissions.
Billing contacts
It’s possible to add billing contacts in Dotdigital who receive copies of each invoice we send for your account. These contacts do not automatically have access to the platform, so if they need access to your account or billing details in Dotdigital, you should add them as a user. There is no limit to the number of users you can add for an account.
Edit your purchase order number
To add a new purchase order number in Dotdigital:
Expand the User menu and go to Settings > Billing > Billing details.
Under Company details, enter the new PO number into the Purchase order number field.
Select SAVE.