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.