Trying to clone a quote to a purchase order but the custom invoice field I created won’t transfer over. Any ideas or a workaround to show the custom field(s) on purchase orders? @hillel ?
We’ll look into it
I haven’t been able to reproduce this, it may help if you can post a screenshot.
I can’t take screenshots right now but here the steps to reproduce:
- Create custom field in Invoices under Advanced Settings.
- Set up new quote (custom field is visible during creation and in PDF); save quote
- Select the quote and click Clone to Other → choose Purchase Order
- Custom Field not visible anymore (Edit: in the Purchase Order)
Solution might be to allow Purchase Orders to have custom fields, and preferably the same fields shared between quotes, invoices and purchase orders?
In step 4 are you referring to the admin portal interface or do you mean on the PDF?
I think I see the problem. You should be able to add the custom field to the PO settings on Settings > Invoice Design however the custom fields aren’t shown. We’ll make sure this is corrected in the next release.
Excellent, thanks so much!