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 job using the Customer PO # field. The customer PO number displays on the resulting invoice tied to the job.
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 > Job Bookings.
In the Configure Fields on Job Booking Screen section, select Customer PO#.
When you're finished, click Save.
Add a customer PO number to a new job
On the Call Booking screen, enter the customer, location, and job details as you normally would when booking a new job.
Enter the customer PO number in the Customer PO# field.
When you’re finished, click Book Job.
Add a customer PO number to an existing job
Search and open the job record.
On the Job screen, click Edit Job
.
On the resulting Edit Job screen, enter the customer PO number in the Customer PO # field.
When you’re finished, click Save.
Note: You can also use the Edit Job 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.
