How do I auto-populate the “Sales Order Number” or “Sales Order Reference Number” from a sales order to an invoice?

The Order Number field, in Zoho Books, is an optional field on the invoice creation page. While converting a sales order into an invoice, Zoho Books auto-populates the Order Number field with the value of Sales Order Number by default. If necessary, you can change this preference to auto-populate the value of Sales Order Reference Number. Here’s how:

  1. Go to Settings by clicking the Gear icon in the top right corner.
  2. Click Invoices under Sales.
  3. Choose the option Use Sales Order Number or Use Sales Order Reference Number under Invoice Order Number.
  4. Click Save.
Invoice Order Number preference in Zoho Books

Now, whenever you convert a sales order into an invoice, the Invoice Order Number field in the invoice will be auto-populated with the Sales Order Number or Sales Order Reference Number.

Was this document helpful?
Thank you for your feedback!
Want a feature?

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


Online accounting software
for small businesses.