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Viewing and Downloading Your Invoice (Plus PO Numbers and Line Item Notes)


 

Every order generates an invoice you can view, pay, and download as a PDF. You can also add a purchase order number and per-gift line item notes so your invoice carries the reference information your finance team needs.

View and download an invoice
  1. From the portal dashboard, go to the Orders tab in the middle. Your full order history appears.
  2. Click the reference number of the order you want.
  3. Find the invoice number on the order page and click it. This opens a summary of the invoice.
  4. From the invoice summary you can pay the invoice — using the options available for the payment method you selected when ordering — or click Download to open the invoice as a PDF.

Any PO number you entered appears at the top of the invoice PDF. Line item notes appear next to the description of the product ordered.

Adding a PO number or line item note to a new order

On the order form

  1. Go to Orders and click New.
  2. Open the order form for the gift type you want.
  3. In Section 2, you'll find two fields: PO number, the purchase order number that appears at the top of the invoice, and Notes, a line item note attached to that specific gift and displayed on the invoice next to the gift's description.

On the spreadsheet upload

PO number and Notes are also columns on the spreadsheet upload template, so you can set them per gift for a large order.

What to put in a line item note

Line item notes are free text — use whatever your finance team needs to reconcile the invoice. Common examples:

  • Employee ID numbers
  • Cost centers
  • Office or store locations
  • The occasion, such as "Lindsay's birthday, [date]"
Important: multiple PO numbers create multiple invoices

If you use more than one PO number in a single order, the portal generates a separate invoice for each PO number. Line item notes work differently — there's no limit, so you can give every gift in the order its own note and still receive one invoice.

Need help?

If you need your invoice formatted a particular way for your company, reach out to our team and we can help.