Add PO field at subscription creation to flow into invoices

Problem Statement

1. Currently, the platform allows updating the Purchase Order field on invoices only after the invoice has been created and the email has already been sent to the end user. This creates issues sometimes for agencies, since they require invoices to include a PO at the time of issuance.

Story

As an admin, I want the ability to ensure that a Purchase Order is included on invoices before they are created and sent, so that agencies receive compliant invoices that won’t be rejected.


DoD

For Pelcro’s Billing Engine:

1. Add a Purchase Order field to the following flows:

   1. Create / Renew / Update Subscription → should include the PO.

   2. PO Placement → A PO should be associated with each phase upon renewal.

   3. PO field should only be visible if the chosen plan is self renew.

2. PO field will appear for self-renewal plans only.

3. Ensure the PO value is stored in the invoice record and correctly pulled into invoices at the time of creation/ renewals.

4. PO must be present before invoice generation/email dispatch.

5. Ensure that the PO is available on invoices PDF & can be editable in the invoice view.

6. Add PO Number from invoice webhooks to Sendgrid events. https://docs.pelcro.com/docs/sendgrid#/