Overview
Add a customer reference or purchase order (PO) number to an invoice so it appears on the document your customer receives. This feature is useful for commercial customers who require a PO.
This feature is currently only available via the web platform and for Pros who have enrolled in the alpha.
How to Add a Customer Reference/PO Number to an Invoice
To add a Customer Reference/PO number to an Invoice:
Open an Invoice.
Click the pencil icon.
In the Customer Reference # field, enter the reference number.
Save the Invoice.
Things to Know:
You can add up to 30 characters: letters, numbers, hyphens (-), underscores (_), periods (.), and spaces.
The Reference Number displays on the Invoice that the customer sees.
Support for estimates, jobs, mobile, search, and QuickBooks sync is planned for later phases.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.