Overview
Cost Centers and Purchase Order (PO) numbers help Finance and Admin teams track gifting spend to the right internal budgets and references. You can save these billing details at a team level, assign which ones each team can use, and set defaults that automatically apply to new gift sends.
Permissions and Controls
Admins can create, edit (when eligible), assign, and set defaults for Cost Centers and PO numbers.
Gift senders can see the selected billing details on a gift, but cannot change them.
Before you start
Cost Centers and PO numbers are managed in Team Settings.
Cost Centers and PO numbers are not linked to each other. You can use either one, both, or neither.
Add Cost Centers and PO numbers to a team
Go to Team Settings.
Scroll to Billing Details.
In the Cost Centers and/or PO Numbers section, choose one of the following:
Select an existing value from the dropdown to add it to your team.
Select Create new to add a new Cost Center or PO number.
Click Done to save.
Note: Values are shared across your company account. If a Cost Center or PO number already exists, it will appear for other teams to reuse so you don’t need to recreate it.
Set a default Cost Center or PO number
Defaults apply automatically to gift creation unless an Admin overrides them for a specific initiative.
Go to Team Settings → Billing Details.
Hover over the Cost Center or PO number you want to default.
Click Set as default.
You’ll see a star next to the current default.
Override the default for a specific initiative
Admins can override the team default during the setup/checkout flow for certain gift types (for example: Campaigns, OneLinks, On-Demand checkouts, or Automations).
If you override on a Direct send or an individual On-Demand gift, the override applies only to that individual request.
If you override on a Campaign, OneLink, multi-recipient On-Demand flow, or an Automation, the override applies to future gift requests created within that initiative.
Changes do not update billing details on gifts that were already sent.
Edit an existing Cost Center or PO number
Cost Centers and PO numbers can’t be deleted. This is intentional to protect historical reporting.
Admins can edit an existing value only if it has not been used yet (for example, not assigned to another team and not associated with any gift requests).
To edit:
Go to Team Settings → Billing Details.
Hover over the Cost Center or PO number.
Select the edit option and update the name/code.
If you need something removed due to an error and it can’t be edited, contact Support.
Cost Center and Purchase Order names and codes are shared across the entire account to ensure consistency in the codes and naming cadences used and to avoid duplication.
Where you’ll see Cost Center and PO data
Once set, billing details can appear in places like:
Gift History
Activity Report
Dispatch Report
On-Demand Payment Activity Report
Typical columns include Cost Center name, Cost Center code, and PO code. If a Cost Center/PO wasn’t applied to a gift, these fields will be blank.
Frequently asked questions
Can I use PO numbers without Cost Centers (or vice versa)?
Yes. They’re independent.
Can gift senders change billing details?
No. Only Admins can set or override Cost Centers and PO numbers.
Why can’t I delete a Cost Center or PO number?
Deletion could impact historical data and reporting, so values are preserved.
Need help?
If you have questions about setup or reporting, reach out to your &Open Support contact.