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February 25, 2022
Solved

Multiple PO's - One Invoice

  • February 25, 2022
  • 1 reply
  • 4 views

As with probably many others I'm commencing the shift from QB Desktop to QB Online. I'm starting with my first, very simple company so I can get a feel and know how of QB Online before I bring my vastly more complex company over later on in the year. 

 

Now, I do actually have a little bit of experience with QB online back in 2013, but was rather disappointed as there was pretty much zero ability to customise company forms, so I ditched the idea and stuck to the Desktop version. Roll on 8-9 years and I'm starting to hit the same issues. 

 

So, my question is. How do I, as with just about every other company in the UK, issue a single invoice showing multiple customer PO's by line? This is pretty basic stuff but can't seem to find how to do this. Please tell me things have got better over all these years?

I've attached a typical invoice to show what I'd like to do. Several order, one invoice. I could have 20 of these per week, imagine my customers getting individual invoice for several of their PO, per week? They'd do their nut. 

Best answer by GeorgiaC

Hi Mark, we understand this is a limitation to the workaround, currently this is the only solution available and the description would need to be included in the same field. We would be grateful if you could submit feedback following the steps above if you haven't done so already so that our developers can consider implementing a feature for this. 🙏

1 reply

JessT
Moderator
February 25, 2022

Hi Mark,

 

I see the benefit of including PO numbers on each line item on an invoice. However, this is currently not a feature in QBO. As a workaround, you'll want to manually enter them in the Description field. 

 

I'm sure many users will like this option as well. I'm encouraging you to submit feedback so our product development team can consider adding it in future updates. Just click on the Gear icon and choose Feedback

 

If you like checking references for QuickBooks Online, you can go to the main support page and choose the said product. You can also utilize the QBO test drive to explore new features.

 

We're just right here if you have other concerns with QuickBooks Online.

February 28, 2022

Thanks for the reply Jess.

 

I've done as you suggested and used the Description column as the PO so I can display each service line reference to my customers PO's. However, even though this is a work-a-round I'm now left with no actual description column to confirm what this is referencing. 

This is getting pretty frustrating when I'd rather be getting on with understanding QBO rather than trying to add something extremely basic as customised invoice layouts. Please advise.

GeorgiaCAnswer
Level 13
February 28, 2022

Hi Mark, we understand this is a limitation to the workaround, currently this is the only solution available and the description would need to be included in the same field. We would be grateful if you could submit feedback following the steps above if you haven't done so already so that our developers can consider implementing a feature for this. 🙏