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donna-hynes
October 30, 2023
Question

Can we raise a Client Purchase Order in on-line QB against which we can send multiple invoices? We use the Estimates already and don't want to use this for confirmed POs

  • October 30, 2023
  • 1 reply
  • 0 views
We do B2B projects which can last several months. A client will send us a PO for the whole project and we will raise several invoices throughout the project duration.  
I can not see anywhere that I can put the clients PO on QuickBooks.  I then want to be able to raise monthly invoices against this PO and have the validation that highlights if I try to over-invoice the original PO value.  Does this functionality exist?  If not, is it being worked on for a future addition?

1 reply

G
GeorgiaC
October 30, 2023

Hi donna-hynes, thanks for posting on the Community

 

The progress invoicing feature in QuickBooks Online currently only enables estimates to be converted into a single or multiple invoices. The purchase order feature is for suppliers only. 

 

You can change how the estimate name appears to your client (i.e. rename this to show as Purchase Order), however, the functionality will remain the same. To re-name, simply navigate to the Cog > Custom form style > Select Edit beside the Estimate template (or create new) > Content > Form > See form names. 

 

We're not aware of any upcoming changes to this for the UK product. If you'd like to send feedback for additional features, please see the Cog > Feedback in-product. Thanks!

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