Sales invoice - Show purchase reference

[roy-wexp]

We are a charity which organises boat trips for various groups. We invoice these well in advance and have found it useful to create invoice numbers which begin with the date of the trip. We are then able to organise the list of invoices according to the date of the trip, but we have now registered for VAT and are required to invoice sequentially although most of our invoices are zero rated.

If we put a code incorporating the date and boat etc as the purchase reference, would it then be possible to include the purchase ref in the Invoice Management list and have the facility to sort by purchase ref.?

Thank you.

[QFMathew]

Hello @roy-wexp

You can enable the purchase reference column by selecting “Modify Columns” in the top right of the invoice list:

This field isn’t currently sortable, but I will discuss this with our development team to see if it’s possible.

[roy-wexp]

Thank you for pointing out this very useful feature. We would very much appreciate it if your development team are able to make the field sortable.

[QFMathew]

Hi @roy-wexp

Just wanted to come back to you regarding this.

I’ve discussed the option of allowing invoices to be ordered by purchase reference, and as it stands, this isn’t going to be something that’s possible I’m afraid.

If this does change, we’ll certainly let you know.