Overview
Commercial and construction business types often require a customer-provided PO number to be included on invoices in order to receive payment. You can add a customer PO number on a new or existing work order using the Customer PO # field. The customer PO number displays on the resulting invoice tied to the work order.
Who uses this feature
Administrators and CSRs
Primarily for Residential construction, Commercial service and replacement, and Commercial construction business types.
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Enable the Customer PO# field
Go to the navigation bar and click Settings
.In the side panel, click Operations > Work Order Booking.
In the Configure Fields on Work Order Booking Screen section, select Customer PO #.
When finished, click Save.
Add a customer PO number to a new work order
On the Work Order Booking screen, enter the customer, location, and work order details as you normally would when creating a new work order.
Enter the customer PO number in the Customer PO# field.
When finished, click Create Work Order.
Add a customer PO number to an existing work order
Search and open the work order record.
On the Work Order screen, click Edit
.
On the resulting Edit Work Order screen, enter the customer PO number in the Customer PO # field.
When finished, click Save.
Note: You can also use the Edit Work Order screen to edit the customer PO number.
View the customer PO number on the invoice
Search and open the invoice you want to view.
On the Invoice page, click Print
. This opens a PDF of the invoice. The customer PO number displays on the top right corner of the invoice.
