Hi, how do I include the Customer PO# on my quote? I put the reference in but it doesn't show on the PDF copy?? It doesn't seem to show on the invoices either? I've looked at my business set up but can't see where to include it. When I choose PDF preview it does not show. However if I choose view online it does show?? Bit odd, am I missing something? Thanks
Hi Evolution,
You can customize the template to include the PO number in the desktop version of the software, but this option is not available in the web version. The online invoice link includes the PO number by default. Quotes do not include the PO number on any platform because an order is only created once a quote has been accepted.
If you want this feature in the web version, you can suggest it on the Ideas Exchange board for other users to vote on for future updates.
Let us know if you need any other help.
Thanks,
Genreve
