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...
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Thank you for your response.
Yes if I follow your instructions I can go to an individual saved invoice and I can see my saved Purchase Order for that customer bottom left of invoice in the Comments Section of my saved recurring invoice. Using your instructions I would have to add the same PO to the same customer every week for six months or twelve months. My way it is saved in Comments section until we have to amend it. However my customer wants their PO in the spot you are talking about and I can't see the way to add it there and save it there.
I have 500 recurring invoices saved. Maybe 10% of those recurring invoices have Purchase Orders saved in the Comments section. I do not have to add them manually each time I send them. Can you see a way to save it to the spot you are talking about as part of the recurring invoice?
Hi Alleydande
As per checking, if an invoice is a recurring invoice, it will only allow you to enter the Purchase Order number every time that you will use the recurring invoice. For the meantime, kindly enter the Purchase Order manually for recurring invoices.
Best regards,
Doreen
