Purchase Order - Change Contact when copying to Invoice
Have also the change payee option, From copying the Purchase order to Invoice, so the customer from PO will remain in supplier contact lists only.
Janilyn Real
shared this idea
Hi team, appreciate why you'd like to be able to identify the Contact that the invoice should be created for when copying a PO to an invoice.
This isn't something we have planned changes of right now but will continue to track interest through this idea.
In the meantime, as soon as the invoice is created you should be able to click the 'x' next to the contact name to quickly remove and search the contact you'd like this entered for.
-
Liz Wood
commented
When I convert a purchase order to a customer invoice, the customer name auto fills to the supplier details. It is unlikely that I will be invoicing the supplier that I just bought the goods from. Can we either leave the customer name blank on the invoice, or add a pop up asking who we will be invoicing please?
-
Yvonne Churchman
commented
I often copy from a Purchase order to an Invoice, with the new Invoicing set up, it automatically populates the customer field with the Supplier name, can this PLEASE be changed to same as classic with a blank field so we can enter the custmer details in ourselves, it is most annoying and has often caught our office out sending invoices to suppliers.