Approvals and purchase orders: no invoice goes out without its PO.
Relvo prepares the draft invoice, obtains the purchase order or approval your customer requires, and issues only when everything matches.
- Draft invoice generatedOctober 1
- PO 4500-221 linkedAmount and validity period match
- Approved by the customerOctober 2
- Issue invoiceToday
When you sell to businesses, an invoice without its purchase order or service entry sheet gets rejected. The first days of the month go into requesting documents, checking them against contracts and reissuing invoices. With Relvo, every invoice goes out with its supporting documents linked and approved.
From requesting a PO by email to an approved invoice. Without rejections.
Before
- Invoices rejected because a purchase order is missing.
- Back-and-forth emails to obtain the PO or service entry sheet.
- Someone manually checks that the PO matches the contract.
With Relvo
- Every invoice goes out with its PO linked.
- An agent follows up by email until the document arrives.
- If the PO does not match, Relvo sends it to review before issuing.
How it works. From draft invoice to issuance.
- 01
Draft invoice
Relvo calculates the period's amount and prepares the draft invoice.
- 02
PO and approval
An agent reads the PO, links it and requests anything missing.
- 03
Issue invoice
Once everything is approved, the invoice goes out automatically.
Every step, with its document. And its approval.
- PO received by emailNimbo AI
- Amount and validity period extractedUSD 3,090, through December
- Service entry sheet pendingRequested from the customer's finance team
Needs review
The PO does not match the contract.
Your customer's process, without writing every email. With clear rules.
Configurable routing
Each contract defines who approves: your team, the customer or both, and in which order.
Draft before issuance
A draft awaiting approval prevents issuing anything that has not been confirmed.
PO and service entry sheet matching
Relvo checks that the customer's document matches the invoice; if it does not, it notifies the account owner.
Slack and dedicated email
The agent requests, reminds and responds where your team already works.
Automatic issuance
Once approval is complete, the invoice and its tax document are issued without manual intervention.
Works with. The same engine, from end to end.
Frequently asked questions about approvals and purchase orders.
What is a service entry sheet (HES)?
A service entry sheet, known as HES in Chile, is a document many customers require alongside the purchase order to accept an invoice. Relvo links it to the invoice just like the PO.
Does Relvo read purchase orders?
Yes. An agent reads the PO, extracts details such as its number, amount and validity period, and links it to the corresponding draft invoice.
What happens if the PO does not match the contract?
Relvo does not issue the invoice. It stays in a review inbox, where your team decides whether to request a new PO or approve it anyway.
Can I define internal approvals?
Yes. You can configure approval flows for your team and the customer before issuing.
Does it work with customers who do not require POs?
Yes. If a customer does not require a purchase order or approval, their invoice goes out directly when the period ends.
Who approves before issuance?
Each contract defines this: your team, the customer or both, and in which order.
When does a case escalate to my team?
When the customer disputes the amount or the purchase order does not cover the invoice. The rest of the process runs automatically.