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Adding a PO Number field to invoice / Position title to customer invoice
Hi all ...
QB On-line user newbie ...
2 separate questions (though I suspect the answers may be related):
- When setting up a new customer, I can see the fields for Company and Contact Name, and the company address fields. However, I cannot find a field, linked to the Contact Name for their Job Title. I have got around this by putting their job title in the first line of the address ... but obviously, if the contact name changes, I will need to remember to remove the old contact's Job title form the address field. Is there an easy way of linking a Job Title field to the Contact Name field.
- I occasionally need to add a Customer's PO number to my Sales Invoice. I have created my custom invoice form, but have not been able to spot a field for Customer PO. Again, I have got around this issue by typing the PO number in the Description Field, once the invoice is generated, but an automatic process would be better.
Any hep on both would be appreciated.
Jon1
Solved! Go to Solution.
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