If your organization requires a purchase order on invoices or needs other billing details changed, contact Auvik Customer Success or open a billing support ticket.
Add or change a purchase order number
For a single invoice, provide:
- The PO number.
- The invoice number.
- Your account or company name.
For all future invoices, ask Auvik to set the PO as the default reference for upcoming invoices. If your PO changes regularly, explain how future updates should be handled.
If your organization follows a No PO, No Pay policy, submit the PO details before the invoice date whenever possible. If the PO is not available yet, provide the expected timing so Auvik can coordinate next steps.
Auvik can reissue an invoice once the required PO information is available.
Is my revised PO with annual billing acceptable?
A revised PO requesting annual billing is generally acceptable when it matches the latest quote, order form, and billing terms for your account.
Before submitting the PO, confirm that:
- The quote or order form specifies annual billing.
- The PO covers the correct annual term.
- The billing schedule and invoice timing match the quote or order form.
- The PO amount matches the approved quote or order form.
- The currency matches the quote or order form.
- The company or legal entity name matches the account.
- The PO includes the applicable start and end dates.
- The PO references the correct quote, order form, or agreement, if required.
- Any applicable taxes, discounts, credits, or payment terms are addressed.
- The PO includes your organization’s required approval details.
If the latest quote or order form reflects monthly billing, request an updated quote or order form showing annual billing before submitting the revised PO.
If any PO details conflict with the quote, order form, or agreement, correct and resend the PO or request clarification from your Customer Success Manager.
Finance or Customer Success will confirm whether the revised PO is acceptable for your account.
Update other billing details
You can request updates to:
- Legal entity or billing name.
- Billing address and country.
- VAT, GST, or other tax identification number.
- Email recipients for invoices, statements, and payment reminders.
For legal or tax-related changes, provide the complete legal name, correct address, registration number, and applicable country or region.
What to include in your request
Include:
- Company or legal name.
- Auvik account or billing ID, if available.
- The exact change required.
- Invoice number or numbers if specific invoices need to be reissued.
- Effective date of the change.
- Any compliance, vendor-portal, or formatting requirements.
- The recipients who should receive future invoices, statements, or payment reminders.
- The revised PO and current quote or order form, if you are requesting a billing-schedule change.
For example:
Add PO 12345 to all future invoices and update the account to annual billing based on the attached revised quote.
How to request a change
Contact your Customer Success Manager or open a support ticket with a billing or invoice topic.
Use a clear subject, such as:
- Add PO to invoices.
- Update billing details on invoice.
- Change billing from monthly to annual.
- Confirm revised PO for annual billing.
- Reissue invoice with updated tax information.
Timing and confirmations
Auvik will review the request and confirm whether the change can be completed.
If you need an open or recently issued invoice reissued, identify the invoice and specify which recipients should receive the revised copy.
Do not assume that submitting a revised PO changes the billing schedule until Auvik confirms the change in writing.