Adding invoice references

An invoice reference number can be added to any DRAFT customer invoice.

Instructions

1. From the Bookings > Invoicing > Customer Invoices screen, locate the DRAFT customer invoice.

2. From the action menu select Add Invoice Reference.

3. Enter the reference number to associate to the invoice.

4. Click Save.

Result

The invoice reference number is displayed in:

• The Reference column on the Customer Invoices screen.

• A column in the PDF invoice.

  • If you use customised invoice templates, you must request the Invoice Reference field is added to the Invoice Template PDF via the DA Systems Support Team. The field displays by default on all standard non-customised templates.

• A column in the Sage and Xero reports.

The reference can be edited or removed via the action menu providing the invoice is still in DRAFT status, click Edit Invoice Reference to make changes, use the Clear button to remove a reference.