Flagging an Account as Requiring a Purchase Order Number

When creating an invoice, there is a field for adding 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 set individual accounts to always require a purchase order number for invoices.

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.