Corporate, government, and other institutional clients often issue a purchase order to authorize a spend, and require that PO number on your paperwork before their accounting department can pay. Check Cherry has a PO Number field on every booking. You can type it in yourself, or have the client give it to you while they book.
Adding a PO number to an invoice
No setup required. Every invoice header already has a PO Number row.
Collecting it from the client
If corporate work is a regular part of your business, turn on the PO Number extra question instead of chasing the number down later.
Once enabled, the field appears in the Additional Info section of a lead, proposal, or booking, so you can enter or edit it there at any point. It also carries across when a lead converts, so a number captured on an inquiry follows the client through to the booking. See how to collect more information during the booking process for more on extra questions.
Where it shows up
- In the header of proposals and invoices, on every proposal theme.
- In automated messages, as the
po_numbertoken. It works in lead, proposal, and booking messages. - As a PO Number column in the Events and Bookings reports.