HubSpot Ideas


Adding a PO number to a published invocie

It is not unusual for our customers to use an invoice that we send to generate a PO number as the first step in their payment process. They then request that we send back the invoice, updated with the PO number. Currently, there is nowhere to add the PO number aside from the comments section. We have to unpublish the invoice, edit it, and hope they see the PO number in that unusual location. Can you add a PO number section to the invoice templates AND a way to update the invoice without unpublishing?