@Ashleigh1 wrote:
Hi Andy-Bate,
If you have have a essential or plus account with QuickBooks, If you go into a invoice and in the top right click the cog wheel> a side bar appears if you tick the one that says custom transaction number> then click the x you will then be able to put the number in so it all relates for you.
Hi @andy-bate
The Custom Transaction Numbers will actually allow you to modify your invoice numbers - rather than a straight sequential number, you can add letters or dream up your own sequence.
What you asked for - Customer POs on your invoice - is just underneath : Add Another Field
This gives you up to three custom fields on your invoice.
If you're using one of the QB invoice templates...
- Once you have the first field named as Purchase Order, go to the customise forms area for your template & click on the Content tab then the Header Section.
- +Custom Field is an option at the bottom left.
If you're using an imported docx template, use the merge field <custom1> to place the PO.
Hope this helps.
