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L
lauraamidon
January 1, 2024
Question

Is there a way to add a place for PO on an invoice? Switching from desktop and I need to add a customers PO number on the invoice I'm making for them.

  • January 1, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

M
MirriamM
January 1, 2024

Welcome to the Community forum, Laura.

 

You can utilize the Custom fields to add the purchase number to your invoices. And I'll be happy to guide you how.

 

  1. Go to the Gear icon at the top.
  2. Choose Custom fields.
  3. Click the Add field button.
  4. Enter a name in the Name field (for example, PO Number).
  5. Select the All Sales forms checkbox.
  6. Turn on the Print on form switch for the custom field to appear on printed and delivered forms.
  7. Select Save.

 

 To learn more about custom fields and how you can use them, see this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Once done, you can manually enter the PO number in the custom field while creating your invoice.

 

For future reference, you can follow this resource for the steps involved in recording payments: Record invoice payments in QuickBooks Online.

 

Post again in the Community if you have more questions about QuickBooks Online. I'll be around to help you!

L
lauraamidonAuthor
January 1, 2024

unfortunately I can't do this with simple start.  Seems like a basic entry option and don't understand why this is not available on simple start

K
Kurt_M
January 1, 2024

Hi there, @lauraamidon. We'll share details about using custom fields to add a purchase order number field inside an invoice inside QuickBooks Online (QBO).

 

The custom field option is only available in Plus or Essential subscriptions. Since you're using Simple Start, know you can't create a custom field for your purchase order number and have it added to your invoice. If you wish to upgrade your current subscription to utilize the feature, we can input the steps below to get you going:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. On the top-right corner, click the Gear icon and select Subscriptions and billing.
  3. Make sure your payment info is up to date.
  4. In the QuickBooks Online section, select Upgrade your plan.
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

For more details, please see this page: Upgrade or downgrade your QuickBooks Online edition.

 

In addition, we got these articles to help you manage invoice payments, create personalized transactions, and ensure your data remains accurate inside the program:

 

 

We look forward to having you here again if you need assistance managing invoices or have any additional QuickBooks-related concerns, @lauraamidon. Feel free to visit us anytime so we can respond to you. Keep safe, and have a good one.

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