Buildpro
Contributing Cover User
We have certain customers who require order numbers on their invoices, it would be nice if the card file had a button option that you could tick that says order numbers must be entered (or don't tick it if not a requirement). So that when you go to do an invoice for them it prompts our salespeople to make sure this is captured at the time of invoicing.
margw
10 years agoExperienced Cover User
Yes, this is a fantastic idea, I seem to be always forgetting to put Customer PO number on their invoice before emailing it, realise once it has gone and then have to resend the Invoice with the PO number. Very unproffessional, but out of a multitude of Customers, we only have a couple that require this, hence why it is difficult to remember.
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