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To add purchase order numbers follow the general outline provided below. Supplementary articles are availabe available for the specifics in each case.

  1. Create a role profile question called 'Purchase Order'. See the Configuring Profile Questions article for instructions on setting up profile questions

    • Configure the appropriate data type, question, default answer, etc.

  2. Add the profile question answer to your invoice template.  See the Invoice Template Sample Code article for an example.

  3. Add the profile question to the customer accounts on their overview page

    • Click the Add button to add a component

    • Select the profile question just added, for example 'Purchase Order QuestionNumber'

    • Enter the Purchase Order number required

  4. Finally confirm that the invoice for that customer (if its already open or create a new invoice) shows the PO number as desired