Skip to main content
S
supersleen-uwclu
August 9, 2022
Question

Hi guys. Has anyone found a way of adding a client's PO ref to an invoice on Simple Start? It's a basic feature of most invoices; can't understand why it doesn't exist!

  • August 9, 2022
  • 1 reply
  • 0 views
Does anyone else have this issue? I'm a sole trader, not VAT reg or anywhere near it. But my clients are nearly all institutions, archives, museums, Universities, so their finance departments all use PO nos to pay me. To be honest, it's the most basic, critical feature of nearly every invoice I send, and I can't understand why I can't add it! What's extra annoying is before upgrading from the Self Employed sub, I specifically asked this question of the technical support and they said Simple Start could add this. Am feeling conned right now!

1 reply

M
Maybelle_S
August 9, 2022

I understand how important this feature working for you, @

supersleen-uwclu.

 

Currently, the option to add a Purchase Order (PO) reference number in your invoices is unavailable. Although, you can still add this info in the Message on invoice field. This way, it would still show up in your invoice once printed.

 

Here's how:

 

  1. Click the +New icon and select Invoice.
  2. Enter the details of your transaction.
  3. Add the purchase order number in the Message on invoice field.
  4. Select Save and close.

 

We want to help you find the best accounting tools for your business. As your business grows, QuickBooks grows with you. In case you want to change your plan level, check out this article: How to upgrade your QuickBooks Online subscription.

 

Additionally, you can see our available plans to see which subscription level is right for you.

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care.

S
supersleen-uwcluAuthor
August 9, 2022

Yes, I've tried that. Have a look on this screenshot (this is a mocked up invoice, not an actual one, but illustrates my point). Do you honestly expect a busy finance department to see this? I can think of two off the top of my head who would simply send this back with a terse 'no PO no' written in the email. You can't position it where a reference box would normally go; that's not where you'd expect a PO number to be. My question is: why is it more important to be able to change the colour on an invoice (if there's only a limited number of features allowed) than having an actual vital piece of information to allow you to get paid? You've designed a product supposedly with small businesses and sole traders in mind. [company name removed] is a sole trader business. By leaving out this feature, which could be added to this form in less than two minutes, you are basically rendering the entire plan utterly useless. What I can't understand is why you would actually do that? You might as well take away the ability to input a client's address, or the invoice number or date. 

 

G
GlinetteC
August 9, 2022

I can see how this functionality would help your business,

supersleen-uwclu.

 

We aim to ensure you have the best QuickBooks experience while doing tasks in your account.

 

I recommend sending your product suggestion to our developers. This way, they'll see what they need to improve and what new features you would like them to add in future product enhancement. 

 

Here are the steps:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Your feedback goes directly to our Product Development team to help improve your experience in QBO.

 

I'll be adding this article for more guidance about the purchase order: Create and send purchase orders in QuickBooks Online.

 

Moreover, you can access your supplier's records and view their transactions in this article: View supplier transactions.

 

The Community is open 24/7 if you have more questions about the purchase order. We're here to help.

Terms & ConditionsAccessibility statement