Many buyers need to cross-reference the applicable purchase order (PO) number before paying an invoice. Not having a PO number easily accessible on your invoice can at times delay payment. Adding PO numbers to your Wholesail Invoices is your decision. It is a custom feature that can be easily enabled (and just as easily disabled). Your buyers will be able to see a purchase order number within Wholesail invoice emails or when viewing Wholesail invoice details or their Invoice and Payments List Views in the Wholesail customer portal (See images below).
Requirements to Turn On PO Numbers
QuickBooks Desktop Users: Wholesail will display the QuickBooks Desktop “PO Number” invoice field on Wholesail invoices. If you are currently using this QuickBooks Desktop invoice field then there is no workflow change needed on your part.
QuickBooks Online Users: We added an option to map a QuickBooks Online custom field to PO number. To create a custom field, you can reference this QuickBooks Online help article or contact us for help. Once you’ve created the custom field, you'll be able to add a PO number when creating an invoice in QuickBooks going forward. Tell us what you’ve named it and we will start showing this PO number field on Wholesail invoices. If you are already using a custom field for PO number, then all you have to do is tell us the name of the custom field.
Interested? Just reach out to your Customer Success Manager to let them know you want to enable this feature and Wholesail will do the rest. As always - let us know if you have questions or feedback. Thank you!
FAQS:
- Where will my customers be able to reference PO numbers through Wholesail?
- Your customers will be able to reference a PO number in the following places: 1) When they view a detailed invoice in Wholesail. 2) When they view a Wholesail invoice in email. 3) When they view their Invoice list. 4) When they view their payments list. Screenshots are attached.
- What if I'm using a different field / approach to display PO numbers on QuickBooks Invoices today?
- Currently, we are only able to import PO number as described above. If you are using a different field or approach, please let us know. As always, we will try to help.
- What if I do not want to display a “PO Number” field in Wholesail?
- No problem. It’s your decision. We will not push this live for your company without your approval.
Where Will Buyers See PO Numbers?
| Wholesail invoice - email |  |
| Wholesail invoice |  |
| Customer Portal - Invoice List View |  |
| Customer Portal - Payments List View |  |
| Wholesail Invoice - PDF |  |