Is there somewhere where a purchase order number can be added to the invoice? Sometimes this is replaced with a note to say who approved the order.

Hi,

it would be easier to help you if you'd tell us how you collect the information you need to print on the invoice.

Maybe there's a better way to collect the info - resulting in an easier way to display/print the info.

I.e. if "Order approved" is a task, you could change the owner of it, to show who approved it. Then you could show the tasks owner on the invoice. (Which can be explained better, if this is what you need).

Hope this helps

Thanks Thorri. But I found the option already built in. I thought it had to be there somewhere!

If you edit the project details (double click the project) there is an area for extra fields. Purchase order No. goes here! "Approved by Name" can also be entered if required.

I see where you can add a PO number to a project, but how to you get the PO number to show up on the invoice?

Thanks!

It depends on the template you are using. Im not sure any on the standard ones have it on.

You may have to add it to the template as a dynamic text box.

I dragged a new dynamic text field to the invoice template. Could you explain the next few steps, please? The tutorial video on the web site that shows how to create your own custom invoice template is too basic.

double click the dynamic text field
In the fields box select: Reports> object> Invoices' Project> Purchase Order number.

hope that helps!