Invoices by Purchase Order - Revision history

Pinvoicer at 06:27, 28 May 2019

2019-05-28T06:27:35Z

Pinvoicer: /* How to Use */

2018-11-19T03:00:38Z

How to Use

Pinvoicer: /* Related Pages */

2018-11-19T03:00:18Z

Pinvoicer at 02:59, 19 November 2018

2018-11-19T02:59:33Z

Pinvoicer at 02:58, 19 November 2018

2018-11-19T02:58:16Z

Pinvoicer: Created page with "=About= In some cases you may need to split out invoices for your clients by purchase order number (PO Number). =How to Use= The first thing required is to set the client..."

2018-11-19T02:52:30Z

Created page with "=About= In some cases you may need to split out invoices for your clients by purchase order number (PO Number). =How to Use= The first thing required is to set the client..."

New page

=About=

In some cases you may need to split out invoices for your clients by purchase order number (PO Number).

=How to Use=

The first thing required is to set the client to split invoices by Purchase Order Number. To do this, search for the relevant client, then click on the <kbd>Edit Client</kbd> button.

Scroll down to the PON Split section and set to YES.

[[File:PinvoiceR_PO_Numbers.png|800px]]

Related Pages=

@@ Line 19: / Line 19: @@
 ====PO on Order====
-In the Orders that are in PinvoiceR there is a field for Order Number. In most cases, the purchase order number can be passed from your front end system (eg RecruitOnline, RDB etc) directly into the order in PinvoiceR.
+In the Orders that are in PinvoiceR there is a field for Order Number. In most cases, the purchase order number can be passed from your front end system (eg RecruitOnline) directly into the order in PinvoiceR.
 If the PO is not entered via the front end system - simply edit the [[Orders|order]] to add in the relevant Purchase Order Number.

@@ Line 4: / Line 4: @@
 =How to Use=
 The first thing required is to set the client to split invoices by Purchase Order Number. To do this, search for the relevant client, then click on the <kbd>Edit Client</kbd> button.
 Scroll down to the PON Split section and set to YES.
@@ Line 11: / Line 13: @@
 [[File:PinvoiceR_PO_Numbers.png|800px]]
@@ Line 26: / Line 29: @@
 Use the [[Edit Invoice Rows]] function to enter the PO Numbers needed on each transaction row.
 =Related Pages=

← Older revision		Revision as of 03:00, 19 November 2018
Line 26:		Line 26:

	Use the [[Edit Invoice Rows]] function to enter the PO Numbers needed on each transaction row.		Use the [[Edit Invoice Rows]] function to enter the PO Numbers needed on each transaction row.
		+
		+


	=Related Pages=		=Related Pages=
		+
		+	* [[Edit Invoice Rows]]
		+	* [[Orders]]

@@ Line 18: / Line 18: @@
 In the Orders that are in PinvoiceR there is a field for Order Number. In most cases, the purchase order number can be passed from your front end system (eg RecruitOnline, RDB etc) directly into the order in PinvoiceR.
-If the PO is not entered via the front end system - simply edit the order to add in the relevant Purchase Order Number.
+If the PO is not entered via the front end system - simply edit the [[Orders|order]] to add in the relevant Purchase Order Number.
@@ Line 25: / Line 25: @@
 It is also possible to enter Purchase Order Numbers on individual transaction rows. This can be useful where you have one Order (via your front end system) but the person works across a number of Purchase Order Numbers (eg this information has been entered on a timesheet) and you need to invoice per Purchase Order number.
-Use the Edit Rows function to enter the PO Numbers needed on each transaction row.
+Use the [[Edit Invoice Rows]] function to enter the PO Numbers needed on each transaction row.
 =Related Pages=

← Older revision		Revision as of 02:58, 19 November 2018
Line 14:		Line 14:


		+	====PO on Order====

−	Related Pages=	+	In the Orders that are in PinvoiceR there is a field for Order Number. In most cases, the purchase order number can be passed from your front end system (eg RecruitOnline, RDB etc) directly into the order in PinvoiceR.
		+
		+	If the PO is not entered via the front end system - simply edit the order to add in the relevant Purchase Order Number.
		+
		+
		+	====PO on Transaction Rows====
		+
		+	It is also possible to enter Purchase Order Numbers on individual transaction rows. This can be useful where you have one Order (via your front end system) but the person works across a number of Purchase Order Numbers (eg this information has been entered on a timesheet) and you need to invoice per Purchase Order number.
		+
		+	Use the Edit Rows function to enter the PO Numbers needed on each transaction row.
		+
		+
		+	=Related Pages=