Account Purchase Order:
A PO saved under the Account / Billing will display in the upper right portion of the invoice along with the account number, billing date and invoice number.
(Please note that at this time Max PO Amount does not function. You can enter an amount however we are unable to track the entered amount)
Location Purchase Order:
A PO Saved under the location details will display in the body of the invoice along with the service address.
(Please note that at this time Max PO Amount does not function. You can enter an amount however we are unable to track the entered amount)
Purchase order for Work Orders:
Purchase Order for Work Order can be added to any On Request service as well as an individual Recurring Service.
There are two ways you can enter a purchase order to your work order.
From the Services tab within your customer detail page
Select the 3 dots to the right of the Work Order
Select Add Purchase Order
Enter the PO Number & Save
The second option is to enter the PO from the Work Order details.
Select the 3 dots in the upper right hand corner next to the date.
The entered purchase orders will display in the Work Orders list
They can be edited and or removed once entered
And will print on your invoice under the service and attached to the Work Order
At this time, Purchase Orders entered in the Advanced tab from the saved service do not display on the invoice.
