Sales Invoices - Field for Customer's Purchase Order Number
Adding customer’s purchase order number in the sales invoices.
Purpose: because some companies will not pay an Invoice without a PO, so it’ll make users’ workflow easier when they can search #PO to find the right invoice.
AdminXero Team
(Admin, Xero)
shared this idea
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.
In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
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Qui Tran
commented
I echo comments posted by other users. My clients use purchase order numbers as their main reference when quoting jobs. It would be very helpful if Xero has a field dedicated for purchase order numbers and staff can search up via PO numbers. This is the only constant source from quoting to actual invoicing that are used and would make searching and approving invoices much easier.
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Greg Bayne
commented
We are a business providing services to large organisations. All our clients require either a tender/proposal/quote following which they provide a Purchase Order for the agreed scope of work. We then need to reference this PO on all related invoices. We only get paid if the invoice reflects the correct PO.
Having a Purchase Order number built in to the invoice would be extremely helpful for us.
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Sasso USA
commented
Adding A Box When Invoicing / Packing List for a tracking number (Fedex, UPS, USPS ect.) so the customer can have that available to track their shipment.
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Stuart Herring
commented
Really important for all of our clients who will only pay on a purchase order shown. This field should be a standard on all invoices created.
At the moonset I have a workaround of the Reference Field, but really want to use that for other purposes
Obviously Xero understand the important of Purchase Orders, as you have a whole Purchase Order creation systems built into the platform. If we are issuing Purchase Orders to suppliers who we expect to use a Purchase order when invoicing us, then why would Xero not have the same functionality for clients who are being invoiced from the systems who allows required the same process.
Xero need to add this ASAP
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Greg Appleby
commented
Typical DON"T CARE attitude. Xero's day will perhaps come with intervention by Consumer affairs. 8 years history of evidence.
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Greg Appleby
commented
I cannot believe this company continues to ignore the needs of its customers.
I think it about time a complaint was made to consumer affairs regarding their selling of a product that is unfit for purpose. It's is nearly 8 years since this need was highlighted. *8 yes eight not 1 or 2, eight