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Status Idea Accepted - Gauging Support
Categories Customer Records Sales Invoices & Credits Sales Orders
Created by Guest
Created on Sep 10, 2026

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Customer PO field added into account

Hi,

When on the customer account i can see the transaction number, type date, due on, ref, exchange rate, details, amount, O/S Debit and credit. But not the customer PO/ when they call and they want to know what order it refers too I will need to go into each individual order to check which PO it refers to. And if there are lots of invoice and I export to excel again I will have to add all the PO by hand. Thank you for looking into this!

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  • Admin
    Jo Kirkup
    Sep 10, 2026

    Thanks for the idea, can you help me understand how the Purchase Order for the customer is generated. Do you use Sales Order to convert to Invoices > then convert the invoice to ledger. Do you use the invoice module only to create the invoice. If its the latter then you can enter the customers PO details in the ex ref field and this will move to the ledger and be visible in the customer activity screen.

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