tag:support.easybooksapp.com,2011-04-05:/discussions/report-a-bug/2092-bug-customer-reference-fieldEasy Books: Discussion 2018-10-18T20:08:45Ztag:support.easybooksapp.com,2011-04-05:Comment/320746442014-03-13T08:43:38Z2014-03-13T20:13:39ZBug: Customer Reference Field<div><p>Hello,</p>
<p>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.</p>
<p>How can this be rectified?</p>
<p>Thanks,<br>
Rahul.</p></div>Rahul Panshikartag:support.easybooksapp.com,2011-04-05:Comment/320746442014-03-13T09:08:52Z2014-03-13T20:13:39ZBug: Customer Reference Field<div><p>Hi Rahul,</p>
<p>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.</p>
<p>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.</p>
<p>Mathew</p></div>Admintag:support.easybooksapp.com,2011-04-05:Comment/320746442014-03-13T11:30:24Z2014-03-13T20:13:55ZBug: Customer Reference Field<div><p>Appreciate the quick response Mathew! The solution you suggested
indeed served my purpose.</p>
<p>Thanks,<br>
Rahul.</p></div>Rahul Panshikar