Define default purchase reference for a client

cedev · 13 March 2018 16:13

Hi,

I have an open purchase order with one of my clients and I need to specify it on each invoice.

How can I predefine this field?

Thanks for your help

QFMathew · 13 March 2018 16:43

It’s not possible to set one for one off invoices, but it is possible for recurring invoices.

What’s your set up at the moment? Would recurring invoices be suitable for your situation?

cedev · 13 March 2018 16:54

OK. Can I rebill items with recurring invoices?

QFMathew · 13 March 2018 16:57

Unfortunately not. Rebilling can only be done to a new one-off sales invoice.

How similar are the invoices? Could you copy an existing invoice and amend it?

cedev · 13 March 2018 17:09

Except for the rebelled items, they are exactly the same.

system · 20 March 2018 16:13

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