Hello there,
Welcome to the QuickBooks Community! You've come to the right place to seek support on how best to add a purchase order number to an Invoice. In QuickBooks Online there are a few easy ways to add additional details to your sales forms and I want to ensure that you know how.
If you'd simply like the ability to manually add a Purchase Order number to an Invoice you can use the Message field on the Invoice form, or add the number to the body of the email when you send it off to your customer. There's another option that I think'll work a little better for you, and that's to add a custom field to your invoice template. Here's how you can do that if you're using QuickBooks Online Essentials or Plus:
- Navigate to the Gear icon.
- Choose Account and settings under Your Company.
- Select the Sales tab and locate the section for Sales form content.
- Choose the Edit pencil to make changes to that section.
- Under the Custom fields header, enter your own field names into the dialogue box. This is where you can enter Purchase Order No. or something along those lines.
- Decide whether you want the field to be internal or publically displayed.
- Hit Save and Done when you've finished to add the new fields to your Invoices.
Once you've completed the steps above you'll be able to manually enter a Purchase Order number into the new field on your invoices. If you're using QuickBooks SimpleStart you won't have the option that I outlined above, but you can still use the Message field or avail of the Email to add the additional details that you need to share with your customers.
I'm confident that this'll hit the mark and that you'll be adding Purchase Order numbers to your sales forms in no time. Take care and enjoy the week ahead!
