Bug: Customer Reference Field
I am using Easy Books for OS X and primarily I use it for Customer Invoicing. I have downloaded the Premium version since I have to submit hard copies of the Invoices. Here's the issue I am facing when creating invoices for the same customer: When I enter 'Their reference' field, which is typically the Purchase Order # against which I am raising the invoice, this gets updated in all the previous invoices of the same customer. So if I had made an invoice number 1 for customer ABC against their P.O. # 1, then the next invoice I raise for ABC against P.O. #2, the customer reference in invoice #1 will also change to P.O. #2. Ideally the customer reference for every invoice will be different and that difference should reflect in every invoice.
How can this be rectified?
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Support Staff 1 Posted by Admin on 13 Mar, 2014 09:08 AM
The customer reference field is for the case when your customer insists that you use a specific reference they give you for your account with them. In other words it's a global account level setting not a per-invoice setting like a PO.
There is a PO field which I think you'll find a better fit. Look in the drop down menu (the cog) at the top right of the sale entry form. You should see an option to add a "PO Reference". This appears on the sales invoice and is a per-sale value that won't change when you update another sale.
2 Posted by Rahul Panshikar on 13 Mar, 2014 11:30 AM
Appreciate the quick response Mathew! The solution you suggested indeed served my purpose.
Admin closed this discussion on 13 Mar, 2014 08:13 PM.