How to Add Purchase Order (PO) Numbers to Invoices

How to Add Purchase Order (PO) Numbers to Invoices

Summary / Purpose

This article explains how to set up and display Purchase Order (PO) numbers on invoices in TransVirtual. This is useful for customers who require PO numbers for billing and record-keeping.

Prerequisites

  • Access to the Customer Card in TransVirtual.
  • Access to Report Designer to edit invoice templates.

Step-by-Step Instructions

Entering PO Numbers in the Customer Card

  • Navigate to Customer Card > Finance tab.
  • Enter the PO number in the Purchase Order Number field.
    • Monthly PO numbers: Update this field at the start of each month.
    • Rolling PO numbers: Enter once; it will remain until changed.
    • Per-invoice PO numbers: Update before generating each invoice.

A screenshot of a computer AI-generated content may be incorrect.

Displaying PO Numbers on Invoice Templates

  • Go to Your Templates and open the invoice template in Report Designer.

 

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  • In the Data Column section, add ClientPurchaseOrderNumber to the layout.

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  • Save the template.

For more details on editing templates, see Report Designer Guide.

Troubleshooting Tips

  • PO number not showing on invoice? Check that the correct template is assigned.
  • Wrong PO number appearing? Ensure the Customer Card PO field was updated before invoice generation.

FAQs
Q: Can I have different PO numbers for different customers?
A: Yes, each customer’s PO number is managed in their respective Customer Card.

Q: Can PO numbers be applied to historical invoices?
A. No, PO numbers will only apply to invoices generated after the update.

Related Articles / Resources

Tags / Metadata (Internal Use)

  • Tags: purchase-order, invoice, report-designer
  • Audience: Admin, Finance
  • Last updated: 2025-07-29
  • Owner: Support Team