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Level 2

Customer purchase order numbers

Some of our customers REQUIRE a job name and/or a purchase order number on invoices billed to them.  Is there any way to force a user to put in a job name and/or purchase order number on customer documents?  I reviewed the items in the customer set up fields, but found no clear way to do this.  We are using Wui

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QuickBooks Team

Customer purchase order numbers

I'd like to answer your question about requiring details when making customer transactions, nomoreptteachmt.

 

For now, there's no settings in QuickBooks Desktop that would require users to add the job name or PO number when creating invoices. Each users will need to make sure to manually put in the details, especially if these fields are custom fields. 

 

Check out these articles about custom fields and customizing invoice templates for more details:

 

 

You can also look for a third-party app that offers this type of service. You can see all accredited third-party apps here: https://desktop.apps.com/home.

 

If you're already using a third-party app,  I would recommend reaching to their support to check if there's a way to make them a required field.

 

The Community is always willing to help if you have follow-up questions. 

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