QBI and client reference #


#1

Is there a way to have the client ref number, applied to the PO field of the QB invoice?


#2

Hi

The Client Ref # text from the AyaNova workorder copied to the PO field of the QB invoice is not a feature of QBI.

We do have it on our development list to look into adding as a new feature for a future QBI version.

There is a question that developmenthas regarding this potential feature:as multiple worokorders can be invoiced through one QB invoice, what would be your suggestion about what happens when two or more of those multiple workorders have different Client Ref #? How does QBI choose which Client Ref # goes on the invoice, or should all Client Ref # on all the workorders beadded to the PO field in the QB invoice, or ?

We are interested in hearing suggestions regarding this from you as well as from any other QBI user.

  • Joyce

#3

Perhaps if a client reference number is included in the ayanova work order the invoice generated should be a single invoice rather than multiples for the same customer. We use client reference fields to associate our ticket with a contractors ticket so they prefer to see a single referenced invoice to each work order.


#4

NOTE: The Client reference # data is already available to be displayed on a QuickBooks invoice via Descriptive Text.

See [b]http://www.ayanova.com/qbi5webhelp/service_workorder_data_that_ca.htm[/b] for more details on all the fields from the service workorder you can have show on the QB invoice

Hi again, and thank you for your additional suggestion

  • Joyce

#5

Was this ever implemented? Is it possible to export the ayanova client reference # to quickbooks PO # field using QBI?


#6

Hello

No, the data from the Client Reference # field does not export to the QuickBooks PO # field using QBI

Instead, as per the previous post, the Client Reference # field canbe displayed on a QuickBooks invoice via Descriptive Text.

See http://www.ayanova.com/qbi5webhelp/service_workorder_data_that_ca.htm for more details on all the fields from the service workorder you can have show on the QB invoice including the Client Reference #

  • Joyce