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rtwogood
Level 1
posted
‎November 11, 2020 05:18 PM
last updated ‎November 11, 2020 5:18 PM

Require purchase order number on invoice

I currently have the purchase order field selected to show on invoices, but is there a way to require the purchase order be filled in before printing/saving the invoice.

 

I have a few employees who are all invoicing and some of our customers require purchase orders on their invoices or they won't pay.  I want it to alert the sales rep they need to fill in the field before saving or moving on.

 

I use Quickbooks Accountant.

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1 Comment 1
katherinejoyceO
QuickBooks Team
QuickBooks Team
‎November 11, 2020 06:27 PM

Require purchase order number on invoice

Welcome to the Community, @rtwogood. I understand that you want to have the required fields when in the invoice. 

 

At the moment, this option isn't available in QuickBooks. I can see that this kind of feature is very relevant to you and your business. I'm taking note of this idea in the hope it will be available in future updates. 

 

In the meantime, you can also use the Memo or the Description field to add notes in the transaction.

 

You'll want to explore more options to customise your invoices, estimates, and sales receipts to add custom fields to it. 

 

Get back to us here in the Community if you have other questions, @rtwogood. I'm always around here to help.

 

 

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