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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:
- Go to the Sales menu and choose Customers.
- Click New Customer.
- From there, scroll down to the Custom Fields section and click +Add custom field.
- Fill in the necessary details and hit Save. You can now enter the PO no. in the field.
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.
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:
- Hit the Gear icon at the top, then select Feedback.
- Type in your product suggestions.
- 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.