Recipient Editable Custom Field on Invoices

Revenue Hub Tips, Tricks & Best Practices
1

Hello all,

I am attempting to simplify the invoicing and payment process for our clients. All of our clients require a PO Number to recieve payment but they don’t have it at time of invoicing typically as they need a price prior to getting a PO Number. I would like to make the PO Number field editable for them when they click to the invoice link sent to them so they can add the PO Number and print out the invoice for payment as most pay by check. Typically they send the PO Number and we edit it for them, but this requires time on my teams part and takes time to turn around. I want to allow the client to add this to the Invoice and then pay it without our intervention.

I have looked at the different knowledgebase articles and I have tried what has been recommended about allowing the field to be editable by users, but this is not working. Is this possible?

2

Hi @Nick_Brammer,

Thanks for reaching out to the Community!

I think you’re referring to this option in the article. However, when it talks about users, it’s referring to the users of your account, not your customers. At the moment, it’s not possible for customers to modify the fields when they receive an invoice.

For new feature suggestions, please consider posting 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 your idea is not already there, feel free to create a new idea.

Best,

Diana