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dave-gas1982
Level 1

On the invoices where is the box for me to add a customer purchase order number ?

 
4 REPLIES 4
Rustler
Level 15

On the invoices where is the box for me to add a customer purchase order number ?

There isn't one, in company settings, customize forms you will need to use a custom field for that

Anonymous
Not applicable

On the invoices where is the box for me to add a customer purchase order number ?

Hello, dave-gas1982.

 

You can add a box where you can enter the Customer purchase order number. Here’s how:

  1. Click the Plus icon at the top and select Invoice. 
  2.  Select Customise at the bottom. 
  3. Choose Edit current. 
  4. Go to the Content tab. 
  5. Click the header of the invoice. 
  6. Go to Display section and click +Custom field. 
  7. Put a check mark on the first box. 
  8. Enter your desired name for the field and click Done. 

I’ve attached some screenshots below for further illustration. 


Visit us again if you have further concerns. 


louiselarkum
Level 1

On the invoices where is the box for me to add a customer purchase order number ?

I don't have a plus option at the top of my invoice. I can't seem to add a purchase order number anywhere. Help please

Adrian_A
Moderator

On the invoices where is the box for me to add a customer purchase order number ?

You can create a custom field to add your customer's purchase order number, louiselarkum.

 

If you want to add the field just for a certain customer, please follow the steps shared above. However, if this is for all your customers, then here's how to do it:

 

  1. Click the Gear icon, and then select Custom Form Styles.
  2. Select Invoice on the New style drop-down arrow.
  3. Go to the Content tab.
  4. Click the header.
  5. Scroll down, and click the + Custom field link.
  6. Tick the first box, and enter Purchase Order Number.
  7. Click Done.

I'm adding these screenshots as you visual guide:

SC 01.JPG

 

SC 02.JPG

 

SC 03.JPG

 

SC 04.JPG

 

On the other hand, you can run a Purchase Order report if you want to view all the purchases. You can either select Open Purchase Order List or Open Purchase Order Detail.

 

You can also use the steps above if you want to add a different custom field.

 

There you have it. I'm sure you can now able to add a purchase order number.