Is there a way to have the client ref number, applied to the PO field of the QB invoice?
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.
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.
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
Was this ever implemented? Is it possible to export the ayanova client reference # to quickbooks PO # field using QBI?
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 #