cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

creating invoices

When I want to create invoices. I first select the customer. This then brings up a box containing sales orders available to be invoiced. Is there any way of changing the information in this box to include P.O.# instead of 'customer job' ?

Solved
Best answer February 25, 2020

Best Answers
Highlighted
QuickBooks Team

creating invoices

Thank you for contacting us, Martinh.

 

The option to change the Customer:Job column to P.O.# in the Available Sales Orders window isn't currently available in QuickBooks Desktop.

 

However, you can make the P.O NO. field appear in the invoice form. To do so, you'd need to include this item in the template so you can see the information. QuickBooks will automatically fill-in the P.O. NO field using the Sales Orders information you've created.

 

Let me show you how:

  1. On the Create Invoice page, go to Formatting.
  2. Click Customize Data Layout.
  3. Go to the Header tab.
  4. Mark boxes beside P.O. No., then click OK.
    turnonPOnumber.PNG

QuickBooks will automatically fill-in the P.O. NO field using the Sales Orders information you've created.

 

Learn more about adding custom item fields to sales forms through this article: Create and use custom fields in QuickBooks Desktop. It will guide you on how to personalize the information that matters most to your business.

 

The Use and customize form templates link will also help control how your sales forms look and what information is included.

 

Keep me posted if there's anything else you need. I'm always around whenever you have follow-up questions. Thank you and take care always!

View solution in original post

Highlighted
Content Leader

creating invoices

Hey there, Martinh.

 

Thanks for following up on this thread. I'd like to provide some additional info.

 

At this time, adding the purchase order number is only available for invoices. I can see how it would be helpful to have this option for the Customer Payment screen. I'll be sure to pass your feedback along to the Product Development Team for review. Many product updates come directly from great user suggestions like yours. You can keep up with product updates by viewing the official QuickBooks Blog.

 

Please feel free to reach back out if you have any other questions.

View solution in original post

5 Comments
Highlighted
QuickBooks Team

creating invoices

Thank you for contacting us, Martinh.

 

The option to change the Customer:Job column to P.O.# in the Available Sales Orders window isn't currently available in QuickBooks Desktop.

 

However, you can make the P.O NO. field appear in the invoice form. To do so, you'd need to include this item in the template so you can see the information. QuickBooks will automatically fill-in the P.O. NO field using the Sales Orders information you've created.

 

Let me show you how:

  1. On the Create Invoice page, go to Formatting.
  2. Click Customize Data Layout.
  3. Go to the Header tab.
  4. Mark boxes beside P.O. No., then click OK.
    turnonPOnumber.PNG

QuickBooks will automatically fill-in the P.O. NO field using the Sales Orders information you've created.

 

Learn more about adding custom item fields to sales forms through this article: Create and use custom fields in QuickBooks Desktop. It will guide you on how to personalize the information that matters most to your business.

 

The Use and customize form templates link will also help control how your sales forms look and what information is included.

 

Keep me posted if there's anything else you need. I'm always around whenever you have follow-up questions. Thank you and take care always!

View solution in original post

Highlighted
Level 2

creating invoices

Thanks MaryLandT, The PO# is the easiest way for us to recognise what we need to invoice our customer, so it would have been much easier if it could appear in the drop down box.

Is the same true for the 'customer payment' form ie. the PO# cant be added in to there either ?

 

Regards

Highlighted
Content Leader

creating invoices

Hey there, Martinh.

 

Thanks for following up on this thread. I'd like to provide some additional info.

 

At this time, adding the purchase order number is only available for invoices. I can see how it would be helpful to have this option for the Customer Payment screen. I'll be sure to pass your feedback along to the Product Development Team for review. Many product updates come directly from great user suggestions like yours. You can keep up with product updates by viewing the official QuickBooks Blog.

 

Please feel free to reach back out if you have any other questions.

View solution in original post

Highlighted
Level 1

creating invoices

When we create an invoice a pop window occurs with the cumulaitve time for the cusotmer.  We have to cancel it.

 

How do we stop this pop up window as we do not need it???

 

Thank you, Maria

Highlighted
QuickBooks Team

creating invoices

Thanks for joining this thread, @Maria40.

 

To stop the window that pops up when creating an Invoice for a Customer that has Billable Time to their name, you'll have to hide that information to zero out the cost. No worries, I'm here to walk you through the process:

  1. Create an Invoice for the Customer that doesn't need that Billable Time.
  2. Press on Add Time/Costs at the top of the Invoice.
  3. In the Choose Billable Time and Costs window, place a checkmark in the Hide column (located at the end of the row) of the recorded time.
  4. Hit OK.

This will take away that record of the time for that Customer.

 

Let me know if you have additional questions or concerns. I'm always here to help.

Need to get in touch?

Contact us