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Invoices and purchase orders

Purchase-order workflows support B2B customers whose procurement process requires an internal reference, formal approval, or payment against an invoice. Depending on the configured category, delivery can occur before payment, after Cleverbridge reviews the purchase order, or only after prepayment is received.

Invoices and purchase orders serve different purposes: the purchase order records the buyer's authorization to purchase, while the invoice or proforma invoice states the amount and payment instructions. Review the available categories and flows before enabling this option for a customer group.

Purchase orders are available in Checkout 1.0 and Checkout 2.0 for eligible B2B configurations.



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