The current Reference field when invoicing is visible by both Customer and Company and often has to be used for a PO number. As a company that has multiple projects going on under one Customer it is always difficult to sift through invoices looking for those relating to a specific project as I can only lable this in the invoice line item.
Having a second "reference" option which is only for internal use and does not display for the customer would allow us to better label invoices for different projects and make searches much more efficient.
Dynamic Accounts
supported this idea
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The current Reference field when invoicing is visible by both Customer and Company and often has to be used for a PO number. As a company that has multiple projects going on under one Customer it is always difficult to sift through invoices looking for those relating to a specific project as I can only lable this in the invoice line item.
Having a second "reference" option which is only for internal use and does not display for the customer would allow us to better label invoices for different projects and make searches much more efficient.