I have university customers that I invoice each month, and they insist I use their PO in the invoice (I know this is covered), but they use a single default PO to cover all my invoices. Is there a way to include their PO as a default setting so I don’t forget to add it to the sales invoice (it’s already caused delays payments a few times)?
Hello @MAMS005
Its not perfect but you could use another field which you do not use on the clients record.
For example enter the number in EORI Number on the client record
In Sales > Invoice Customisation Click to turn on this field for invoices (it will only show for the invoices that have a number in the box).
I have already updated your invoice layout to change the name to “Ref”
