Recurring Invoices

[FolkLondon]

I have just had a request from a customer to quote their PO number when invoicing a regular order. While I can see the field when raising an individual invoice it seems to be absent from the recurring invoice template. From an, admittedly brief, look at the knowledge base I can’t see an option to add this.

Is it customisable and if not could this post be converted to a feature request please?

[QFMathew]

Hi @FolkLondon

You can use the Short Reference field for the PO number, and prefix it with PR:

There’s more details in this post:

Purchase Reference for Recurring Invoices

Thank you for your feedback, we appreciate it. It’s a very minor update, in fact so minor it’s already been done. We just need to deploy this change to the live server, it will be available to use by midday tomorrow. So any short reference you add on the template will then carry forward to the invoice if it is prefixed with PR: For example: PR:ABC123 will carry forward to every invoice created and will appear in the purchase reference box as ABC123 Don’t forget to ensure that in your invoice…

Please let us know if you need any further help