Flag an Account as Requiring a Purchase Order Number

Permissions needed: Accounts & Contacts > Edit

When you create an invoice, you are able to add a purchase order number. By default, this field is optional, but it can cause all kinds of headaches if an account needs to have purchase order numbers and doesn't. For cases like this, you can flag an account as requiring a purchase order number. When invoices are created for that account, the field will be required.

To do so:

  1. Go to the account's details page.
  2. Click the edit pencil icon next to General Information to open the Edit Info slider.
  3. Scroll to the bottom of the slider.
  4. Check Require Purchase Order Number on Invoices.
  5. Click Save.

The Purchase Order Number field will now be required whenever a user adds or edits an invoice for this account.