Larger corporations have cost controls and must first generate a PO number in order to make a payment on a vendor invoice. This article outlines how to add PO numbers to invoices upon customer request.
How to add PO number to invoice
The PO Number can be added to an invoice in the Billing Options section on the Edit User Page for the specific customer.
Directions
- Login to your Reseller Admin account
- Go to List Users
- Search for the Customer
- Tap on the User to go to the Edit User Page
- Navigate to the Billing Options section
- Enter the PO Number provided by the customer
- Tap the Update button
Note: Going forward all invoices will have the PO number listed within the top right section of the invoice.
How to add a PO number on a previous invoice
The PO Number can be added to a previous invoice using the Message displayed on the invoice field listed on the bottom left of an invoice. This field is available within the Edit Invoice page within your Reseller Admin account.
- Login to your Reseller Admin account
- Go to Customer Invoices
- Search for the Customer Name or Invoice Number
- Tap the Invoice to open the Edit Invoice Page
- Navigate to the Message displayed on the invoice field
- Enter the PO Number
- Tap the Update button