Let’s consider a scenario here.
You have a custom field for a Purchase Order number in your Sales Order. Now, you wish to have the PO number transferred into the invoice when you convert the Sales Order into an invoice.
Considering that your business needs to have a PO number in both the sales order and invoice, let’s create a custom field called ‘PO Number’ in both sales order and invoice. To create a custom field,
Now setting up Custom Field is done for both sales order and invoice.
Now create a sales order and enter the PO number detail in the PO Number field and save it.
Convert the sales order into an invoice by selecting the Convert to Invoice option present on top of the sales order window.
You will be able to see the PO number in the converted invoice.
Note: For any custom field transfer between a sales order and an invoice, you need to create the custom fields for both the modules. It is mandatory.
Online accounting software
for small businesses.