Forum Discussion
Hi Alleydande
Thanks for the update.
When adding a Customer Reference to add a Purchase Order number, once you are in the Recurring Transactions List, highlight the recurring transactions. Do not click on the zoom arrow beside the transaction name instead click the "Use Recurring" so that it will allow you to add the Customer PO No.
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
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?
- Doreen_P12 months agoMYOB Moderator
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
- Leneth_A11 months agoMYOB Moderator
Hi Alleydande
I would like to check back with you, If you still need help regarding your concern with adding the Purchase Order number to recurring invoices? Please let us know if you still need further assistance. We are more than happy to help.
Thanks,
Leneth- Alleydande11 months agoContributing User
Hi Leneth,
Thanks for checking back with me but unless you feel the advice I was given was incorrect I am apparently unable to add a Purchase Order number to recurring invoices to the PO field so that it sits there indefinitely and I must add the PO manually each time.
- Leneth_A10 months agoMYOB Moderator
Hi Alleydande
Thanks for letting me know.
As of now, we don't have that feature in AccountRight to add the PO number to recurring invoices. I would suggest posting this function that you would like to see implemented into the system on our AccountRight Idea Exchange board.
Feel free to post again anytime you require further assistance.If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
Cheers,
Leneth