How do I put a ref # for each individual job on invoices? Can't find anywhere on customer job detail

Roslyn_9745732

Hi, I am using Reckon Hosted and setting up my invoices. I need to use a reference number for each individual job but can't find anywhere on the customer job details to put the reference. Can anyone helptwith this ? Thanks

Catherine Healy

Have you tried adding in a Sales Order box or using a Purchase Order box. The only thing is you have put your own entries into these boxes each time. Hope this helps.

Roslyn_9745732

Thanks Catherine.  Yes, I did try that but as you say you have to enter it every time.  I want something that will happen automatically

Kerrie H

Hi Roslyn,

For a job number onto each individual invoice, Go to Lists - Templates - Choose the invoice you use - edit - additional customisation - under the header tab choose project/job (screen and print) and change the title if desired, you may need to adjust the layout designer to locate it where you wish. 

Because I create invoices from sales orders I have had to use the other box and label it "Job" to match my sales order template selections, as the sales order template will not let me choose screen (only print) for the job field.

For individual jobs, you could try opening the customer job card and define fields on the additional info tab.  I haven't used these, but just done a quick test and it looks like you can then add it to your form template for invoice. 

Good luck.