Track invoices against Purchase Order total amount

Krystal Ferguson's Avatar

Krystal Ferguson

28 Dec, 2016 03:03 PM

Hi Seth,

Is it possible enter a total purchase order/blanket purchase agreement total and then as invoices are generated, deduct that amount and keep a running total of what's left?

I imagine a workaround would be to create a payment for an invoice that doesn't exist, and then apply the payments as they are received to each invoice as credits? This would throw off payment year to date numbers. Is there another workaround-way to do this at all?

  1. Support Staff 1 Posted by Seth B on 28 Dec, 2016 05:42 PM

    Seth B's Avatar

    Hi Krystal,

    The best way to do this in my opinion would just be issue an invoice for the full amount, then apply partial payments to that invoice until it's paid fully.

    Seems the cleanest way to handle things in my mind.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac