Add a purchase order number field to the prime invoice. We have many clients requesting their purchase order number on the invoice
Gaylene Underwood
Jul 14, 2026
Hi David
Absolutely doesn't work for us ' we have certain large clients that will only accept it in a header and we do hundreds of invoices to them and often have separate purchase order numbers.
I appreciate it you changing it to future consideration.
Gaylene, Then Work Orders would not be the best solution. Prime Invoice with the PO Number showing in the Prime Contract may be a better idea. The problem with the latter is you will have multiple Prime Contracts under a single Project, and that means setting up a separate prime contract for each PO issued to you by the owner. It sounds like the prime contract type should be 'Cost plus without GMP'. If the PO shows the final amounts to be billed, a 'FLS' prime contract type would work.
The Prime Invoices for Work Orders usually include multiple Work Orders on a single prime invoice, requiring the PO Number to show up on each line in the invoice detail.
WORK ORDER deta...
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WorkOrderPrimeI...
WORK ORDER detail.png
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PrimeInvMenuForWO.png
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WorkOrderPrimeInvoice.png
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WORK ORDER detail.pngPrimeInvMenuForWO.pngWorkOrderPrimeInvoice.png
If we use to work order feature to bill to invoice how do we get the Work order number to show in the header of our invoice as a purchase order number? Showing in the body of the invoice is not an option for us.
Sage already provides this optional field. It is found in the prime contract. Screen shot attached. If that field is filled in and it does not show-up on the prime invoice template, that field can be added easily as a custom detail report design which uses Microsoft Word as the custom report designer. If that Owner PO changes from invoice to invoice, you might want to enter each PO as a Work Order and then use the WO to Invoice feature to bill work orders separately.
Hi David
Absolutely doesn't work for us ' we have certain large clients that will only accept it in a header and we do hundreds of invoices to them and often have separate purchase order numbers.
I appreciate it you changing it to future consideration.
Thanks
Regards
Gaylene Underwood
Accountant
[cid:image001.jpg@01DD1448.3EC93F00] [cid:image002.png@01DD1448.3EC93F00]
email: gayleneu@allend.co.nz
Phone: 09 336 1730
Mob: 021 138 2266
www.allendale-electrical.co.nz
Gaylene,
Then Work Orders would not be the best solution. Prime Invoice with the PO Number showing in the Prime Contract may be a better idea. The problem with the latter is you will have multiple Prime Contracts under a single Project, and that means setting up a separate prime contract for each PO issued to you by the owner. It sounds like the prime contract type should be 'Cost plus without GMP'. If the PO shows the final amounts to be billed, a 'FLS' prime contract type would work.
The Prime Invoices for Work Orders usually include multiple Work Orders on a single prime invoice, requiring the PO Number to show up on each line in the invoice detail.
Hi
If we use to work order feature to bill to invoice how do we get the Work order number to show in the header of our invoice as a purchase order number? Showing in the body of the invoice is not an option for us.
Thanks
Regards
Gaylene Underwood
Accountant
[cid:image001.jpg@01DD138B.C97590D0] [cid:image002.png@01DD138B.C97590D0]
email: gayleneu@allend.co.nz
Phone: 09 336 1730
Mob: 021 138 2266
www.allendale-electrical.co.nz
Sage already provides this optional field. It is found in the prime contract. Screen shot attached. If that field is filled in and it does not show-up on the prime invoice template, that field can be added easily as a custom detail report design which uses Microsoft Word as the custom report designer. If that Owner PO changes from invoice to invoice, you might want to enter each PO as a Work Order and then use the WO to Invoice feature to bill work orders separately.