We have certain invoices where a PO is required and some where a PO is not.
For those where a PO is required it is mandatory that this is added to the HubSpot generated invoice.
I am looking for a way to make the PO field mandatory on an invoice - if possible only when it is indicated on a deal that this is required.
Hi @LFHardy, I hope that you are well!
Thanks for reaching out to the HubSpot Community!
When looking at this article “View, download, and pay your HubSpot invoice”, I can see that at the moment, this is not possible.
For new feature suggestions, I’d recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If the idea doesn’t exist already, please consider posting and creating a new Idea on our Ideas Forum here.
I’d love to check with our Top Experts: Hi @danmoyle, @HubDoPete and @Josh can you think of a workaround to help @LFHardy, please?
Have a wonderful day and thanks so much for your help!
Bérangère, HubSpot Community Manager
Hey there @LFHardy.
When you ask for “a way to make the PO field mandatory on an invoice,” do you envision a custom property? Or a way to attach a PO to the Deal?
I’m wondering if you could make two custom properties to help manage the PO attachment. Here’s what I mean.
A custom property like, “PO Required” that is a simple checkbox. If this is checked, there’s a second custm property, “PO Attached.”
When a Deal is moved to a later stage (something like Contract Sent for instance), and PO Required is checked YES, then there’s a dependent requirement to check the PO Attached property.
This would not solve the issue that a PO is not attached, but it would help with accountability, potentially.
Hi Dan,
What the client is looking for, is a way to prevent an invoice being issued
without a PO present when the field is mandatory.
We have a custom PO property on the invoice but not way to make this
mandatory.
Kind regards
Lucy
Hi @LFHardy and Happy Friday!
Thanks for getting back to us!
I have marked @danmoyle’s reply as a solution (thanks Dan!). I understand this is not exactly a solution for you but it might be helpful for other Community Members.
@LFHardy, given the additional information and context, for new feature suggestions, I’d recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.
If the idea doesn’t exist already, please consider posting and creating a new Idea on our Ideas Forum here.
And thanks @Consultey for your post to try and understand better and see if there are other workarounds!
Have a lovely weekend!
Bérangère, HubSpot Community Manager
Hi @LFHardy,
I believe the answer above already covers the main point — as of now, HubSpot doesn’t provide a way to make a property mandatory or optional through workflows or custom code.
So, as @danmoyle mentioned, you could still design an internal process to ensure accountability for PO requirements.
That said, I’m happy to help brainstorm a workaround that might suit your client’s needs if you can clarify a few points:
- At which deal stage does your team typically create the invoice?
- When does the sales team usually request and receive the PO number from the client?
- Does your client issue more than one invoice per deal?
With these details, we can explore a practical alternative that stays within HubSpot’s current capabilities.
