How can I transfer a custom field from sales order to invoice?

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,

  • Go to Settings > Preferences > Sales Order.
  • Click Field Customization from the top of the page
  • Click + New Custom Field and add a custom field with the Label name as PO Number.
  • Enter the other relevant details and click Save.
  • Next, go to Settings > Preferences > Invoices.
  • Click Field Customization from the top of the page
  • Click + New Custom Field and add a custom field with the Label name as PO Number. 
    

• 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.