sales-order

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.

Convert SO to 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 SettingsPreferencesSales 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 SettingsPreferencesInvoices.
    • 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.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

MTD ready accounting
software for small
businesses.

Maybe Later