AndrewR1
Level 2
‎August 13, 2024 05:44 PM

PO Number

Hello, I am a long-time user and could swear that we used to be able to put PO numbers in the Client profile, but am having some difficulties.

 

1. Now I just created a client profile and cannot find a place to put the PO number. Can someone show me where this is?

 

2. I created an invoice which had a PO number spot as usual, which is great. A new invoice for this client, however, did not auto-populate the PO number from the last one. Is there a way to do that, so I don't forget? Before, I believe it used to auto-populate from the client profile.

 

3. I also wanted to create a "Delayed Charge", something I haven't done before, which is to make future reminders for milestones which are not yet ready to invoice. I believe I can convert these into invoices later. However, the Delayed Charge form, while it looks like an invoice, does not have the PO number field that the invoice field has. Is there a way to make the Delayed Charge form have the PO number?

 

Thank you.

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Nicole_N
QuickBooks Team
QuickBooks Team
‎August 13, 2024 08:40 PM

Other questions

I appreciate your trust and reliance on QuickBooks Online (QBO) over time, @AndrewR1. Let me provide the details on how to put a PO number on your client's profile and show it to the invoice.
 
Beforehand, can you tell me what QuickBooks plan you're currently subscribed to? 
 
If you're using QBO Plus and Advanced, we can use the Custom field to manually add a PO number field to your client's profile and sales form (invoice). I'll guide you on how:
 
  1. Go to the Sales menu and choose Customers.
  2. Click New Customer.
  3. From there, scroll down to the Custom Fields section and click +Add custom field.
  4. Fill in the necessary details and hit Save. You can now enter the PO no. in the field.

    36dbe8a8-ad81-418f-9b0d-1b403eb5d336.default.png

Auto-populating the purchase order (PO) number from your client’s profile to the invoice isn’t possible. Thus, I recommend creating a custom field for the PO number in your invoice form. Then, manually enter the PO number from your client’s profile when creating an invoice. Refer to the screenshot below for your guide.
 
b15d2bd7-f84f-4b47-b5ea-54d443101379.default.png
 
Regarding the Delayed Charge form, you can send feedback about having a purchase order number in it to our product developers team. They can review your suggestions and consider adding them to future updates. Here's how:
 
  1. Hit the Gear icon at the top, then select Feedback.
  2. Type in your product suggestions.
  3. Click Next to submit feedback.

To get updates about the status of your feedback, you may visit the Customer Feedback page.
 
You may also visit this article if you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
 
If you have more questions regarding the purchase order number or handling your sales forms in QuickBooks, always leave a reply below. I'd be more than willing to lend a helping hand.

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AndrewR1
Level 2
‎August 14, 2024 05:32 AM

Other questions

Thanks for the detailed information. My subscription is "Essentials", so was this functionality (putting PO number in client) removed?

 

Or maybe what I am remembering is I use "Recurring Transactions" a lot, and those have a PO number field, which means every month those PO number is repopulated from the prior invoice, not from the client profile.

 

Unfortunately what I need to do here is create a series of one-time milestone payments, not an ongoing recurrence. So if Delayed Charge does not work, and "Essentials" does not have this feature, I'll just do it manually.

 

Thanks.

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