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user65842
Level 1

How do I put clients purchase order number on invoice ?

 
3 Comments 3
JamesDuanT
Moderator

How do I put clients purchase order number on invoice ?

Hello there, user65842.

 

The purchase order details cannot be added on the customer invoice directly. You'll need to use a custom field and enter the number as you create the invoice.

 

Here's how to add a custom field:

  1. Click the Gear icon in the upper-right corner and select Account and settings.
  2. Select the Sales tab and go to the Sales form content section.
  3. Mark  the Internal and the Public boxes.
  4. Name the custom field as PO number.
  5. Click Save and Done.

When you go back to the invoice, enter the purchase order number manually.

 

If you're referring to something different, please let us know. We're here to further assist you.

ME2020SH
Level 1

How do I put clients purchase order number on invoice ?

I have added the custom field with  "Customer PO". So I have that they can add that as a reference on the shipping label. Why wont my purchase order number show on the PDF when I go to save it as an attachment or print it off? 

AileneA
QuickBooks Team

How do I put clients purchase order number on invoice ?

Hello, ME2020SH.

 

When printing a invoice, the information will depend on the set up from the Standard template. I suggest going to the Custom form styles section to configure the setting and show the missing columns. 

 

Here are the steps:

 

  1. Click the Gear icon in the upper-right corner and select Custom Form Styles.
  2. Search for the template with the Master form type.
  3. Choose Edit
  4. Go to the Content tab.
  5. Hit the pencil icon in the upper-right corner.  
  6. Put a check-mark on the box and enter the PO number.
  7. Tap Done

From then on, you can now enter PO numbers on your invoice transaction and information will now show when printing it.  

 

 

 

 

However, If the same thing happens, I suggest running QuickBooks Online (QBO) in an incognito or private window. This mode is free from cache files that avoid unexpected behavior when printing it. This way, we'll know if this is caused by browser issues.

 

You can press Ctrl + Shift in Chrome and if you're using Firefox, press Ctrl Shift P. Once logged in, please proceed with printing the transaction to view the result.   

 

If this works, I recommend clearing the browser's cache to keep its memory updated. It also improves performance and fixes internet bugs. Alternatively, you can use other supported browsers to run QBO.

 

For additional information, I've attached an article you can use to customize the Standard template further in the: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Please know that the Community has your back if you need assistance. It’s a place for you to connect with experts and peers. Wishing you and your business continued success.