Need to add the same PO to recurring invoices
We offer a weekly service to our customers. Same customers every week. So we use the recurring invoices and change the quantities required . Previously if a customer needed to add a Purchase Order fo...
Forum Discussion
Hi Alleydande
Thanks for your post and Welcome to MYOB Community Forum.
If your customer wants to find the the Purchase Order number, you can always customise the form that you will be using for your invoices so that the Purchase Order can be on the right place in the invoice. The Help Article Personalising invoices will provide you the steps on how to do it.
Please let me know if you need further assistance.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Best regards,
Doreen
Hi Doreen,
Thanks for responding.
We already have a field for "Customer Reference" on our personalised invoices and I can add a Purchase Order individually at time of writing an invoice or add before printing into that field.
What I can't do is add a PO to a Recurring Sale into that field. I go to Recurring Transaction list. Search for required customer. Click on the recurring invoice and there is no opportunity to add a PO. Top left of recurring invoice shows Customer Name and Ship to. On right hand side of invoice Tax inclusive/exclusive box and invitation to Set Up Online payments with all the logos. No Customer Reference field to add a PO.
Bottom left of screen my options include a Comment Line and I have previously added the PO there.
I could save that invoice and then go to Print/Email Invoices. Click on an individual invoice and on rhs have the Invoice Number , Date then a blank space for the Customer PO No. where I could add it individually. However the customers' Purchase Order could be a blanket order for a year. I'd rather save it to the recurring invoice than add it 52 times at time of printing.
Have I misunderstood something?
